Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Growth & Income Adm in their Schedule of Assets, totaling $6.1M 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 | CATALYST CORPORATE FEDERAL CREDIT UNION CATALYST CORPORATE FEDERAL CREDIT UNION 401(K)/ PROFIT SHARING PLAN AND TRUST | PLANO TX | 210 | $78.9M | $2.4M |
| 2 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $1.7M |
| 3 | ARTIS NAPLES, INC. |
NAPLES FL |
| 375 |
| $37.8M |
| $602K |
| 4 | FORKIDCARE, LLC FORKIDCARE, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 149 | $21.1M | $549K |
| 5 | OPTIMUM HEALTHCARE IT, LLC OPTIMUM HIT LLC 401K PROFIT SHARING PLAN & TRUST | JACKSONVILLE BEACH FL | 476 | $14.5M | $488K |
| 6 | JACOB & HEFNER ASSOCIATES, INC. JACOB & HEFNER ASSOCIATES 401(K) PLAN | DOWNERS GROVE IL | 114 | $14.5M | $364K |
| 7 | SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC. SOUTHEASTERN 401(K) PLAN | MULBERRY FL | 268 | $8.9M | $9K |
| 8 | INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS, INC. INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS 403(B) RETIREMENT PLAN | CHICAGO IL | 128 | $16.3M | $4K |
