Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Growth & Income Adm in their Schedule of Assets, totaling $2.5M 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 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $1.7M |
| 2 | OPTIMUM HEALTHCARE IT, LLC OPTIMUM HIT LLC 401K PROFIT SHARING PLAN & TRUST | JACKSONVILLE BEACH FL | 476 | $14.5M | $488K |
| 3 | JACOB & HEFNER ASSOCIATES, INC. |
DOWNERS GROVE IL |
| 114 |
| $14.5M |
| $364K |
| 4 | SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC. SOUTHEASTERN 401(K) PLAN | MULBERRY FL | 268 | $8.9M | $9K |
| 5 | INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS, INC. INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS 403(B) RETIREMENT PLAN | CHICAGO IL | 128 | $16.3M | $4K |
