Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Vanguard mid cap growth fund in their Schedule of Assets, totaling $33.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MITCHELL INTERNATIONAL INC MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLAN | SAN DIEGO CA | 5,250 | $658.2M | $26.0M |
| 2 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $2.7M |
| 3 | ECG TOPCO HOLDINGS, LLC |
SAN DIEGO CA |
| 336 |
| $138.9M |
| $2.0M |
| 4 | FILBERT MANAGEMENT FILBERT MANAGEMENT 401(K) PLAN | SAN FRANCISCO CA | 16 | $21.9M | $1.4M |
| 5 | NORTHWEST HUMAN SERVICES NORTHWEST HUMAN SERVICES 403(B) PLAN | SALEM OR | 259 | $19.6M | $530K |
| 6 | J.C. NEWMAN CIGAR COMPANY J.C. NEWMAN CIGAR EMPLOYEES SAVINGS PLAN | TAMPA FL | 173 | $23.3M | $431K |
| 7 | TRANSPORTATION IMPACT LLC TRANSPORTATION IMPACT, LLC 401(K) PROFIT SHARING PLAN | EMERALD ISLE NC | 170 | $12.6M | $133K |
| 8 | WARM HEARTH, INC. WARM HEARTH, INC. 401(K) PLAN | BLACKSBURG VA | 183 | $4.6M | $31K |
| 9 | APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL APPLETREE EARLY LEARNING 403(B) PLAN | WASHINGTON DC | 135 | $3.1M | $22K |
