Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Small Cap Grth Index Registered investment company in their Schedule of Assets, totaling $29.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOMESTREET, INC. HOMESTREET, INC 401(K) SAVINGS PLAN | SEATTLE WA | 790 | $178.8M | $9.4M |
| 2 | LINEBARGER GOGGAN BLAIR & SAMPSON, LLP LINEBARGER GOGGAN BLAIR & SAMPSON AND ITS AFFILIATES RETIREMENT PLAN | AUSTIN TX | 1,093 | $116.5M | $2.3M |
| 3 | COSENTINO SERVICE CORPORATION |
OVERLAND PARK KS |
| 3,338 |
| $87.7M |
| $2.2M |
| 4 | SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 631 | $71.0M | $2.0M |
| 5 | RAPID CITY MEDICAL CENTER, LLP RAPID CITY MEDICAL CENTER 401(K) PLAN | RAPID CITY SD | 437 | $74.6M | $2.0M |
| 6 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $1.8M |
| 7 | TIGERRISK PARTNERS, LLC HOWDEN RE 401(K) & PROFIT SHARING PLAN | STAMFORD CT | 356 | $79.8M | $1.3M |
| 8 | MATANUSKA TELECOM ASSOCIATION, INC. MATANUSKA TELECOM ASSOCIATION, INC. 401(K) PLAN | PALMER AK | 279 | $57.0M | $1.3M |
| 9 | WELLA OPERATIONS US LLC WELLA RETIREMENT SAVINGS PLAN | CALABASAS CA | 594 | $67.8M | $1.2M |
| 10 | MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 192 | $95.6M | $1.0M |
