Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Small-Cap Growth mutual fund in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANNER CORPORATION BANNER CORPORATION 401(K)/PROFIT SHARING PLAN | WALLA WALLA WA | 1,957 | $258.6M | $3.7M |
| 2 | ITR AMERICA, LLC ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN | HOBART IN | 223 | $15.8M | $283K |
| 3 | SUN MAR HEALTHCARE SUN MAR HEALTHCARE 401(K) PLAN |
BREA CA |
| 5,463 |
| $12.9M |
| $251K |
| 4 | GOBRANDS, INC. GOBRANDS, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 4,198 | $76.6M | $199K |
| 5 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $135K |
| 6 | MASTERCOOL, INC. MASTERCOOL, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN | RANDOLPH NJ | 125 | $17.3M | $38K |
| 7 | JACKSON HEART CLINIC, P.A. JACKSON HEART CLINIC, P.A. 401(K) PLAN | JACKSON MS | 137 | $42.1M | $37K |
| 8 | DXR FINANCE 3 LLC TRUE HARVEST & THERAPLANT 401(K) PLAN | WATERTOWN CT | 181 | $428K | $1K |