Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard U.S. Growth Fund Mutual fund in their Schedule of Assets, totaling $80.5M 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 | LOGITECH INC. LOGITECH 401(K) PLAN | SAN JOSE CA | 1,170 | $360.1M | $25.8M |
| 2 | SHUTTERFLY, LLC SHUTTERFLY, LLC 401(K) PLAN | SAN JOSE CA | 5,488 | $380.2M | $14.7M |
| 3 | KAISER GROUP INTERNATIONAL, INC. KAISER GROUP INTERNATIONAL, INC. SECTION 401(K) PLAN |
BIRMINGHAM AL |
| 0 |
| $45.8M |
| $6.7M |
| 4 | MODJESKI AND MASTERS, INC. MODJESKI AND MASTERS RETIREMENT AND INCENTIVE SAVINGS PLAN | MECHANICSBURG PA | 258 | $77.2M | $6.6M |
| 5 | ALUMINUM PRECISION PRODUCTS, INC. ALUMINUM PRECISION PRODUCTS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | SANTA ANA CA | 750 | $74.3M | $5.6M |
| 6 | KEYPOINT CREDIT UNION KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 184 | $45.4M | $4.0M |
| 7 | TOSCANA LIMITED, L.P. SUNRISE COMPANY 401(K) PLAN | PALM DESERT CA | 255 | $31.7M | $3.7M |
| 8 | DEANS & HOMER DEANS & HOMER 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 114 | $62.8M | $3.3M |
| 9 | TOWER IMAGING MEDICAL GROUP, INC. TOWER IMAGING MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SHERMAN OAKS CA | 92 | $34.1M | $3.3M |
| 10 | FROST AND SULLIVAN FROST AND SULLIVAN 401(K) PLAN | SAN ANTONIO TX | 99 | $37.3M | $2.4M |
