Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Vanguard Mid-cap Growth Index in their Schedule of Assets, totaling $10.4M 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 | CHILDREN'S SPECIALTY GROUP, PLLC CHILDREN'S SPECIALTY GROUP, PLLC 401(K) PROFIT SHARING PLAN | NORFOLK VA | 499 | $222.3M | $5.3M |
| 2 | REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 515 | $22.8M | $654K |
| 3 | SEI-SERVICES, LLC SEI 401(K) PLAN |
CINCINNATI OH |
| 597 |
| $89.0M |
| $649K |
| 4 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK 403(B) PLAN | TARRYTOWN NY | 370 | $14.6M | $632K |
| 5 | VINTAGE WINE ESTATES VINTAGE WINE ESTATES 401(K) PLAN | SANTA ROSA CA | 526 | $28.9M | $572K |
| 6 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $392K |
| 7 | OWL CYBER DEFENSE SOLUTIONS, LLC OWL CYBER DEFENSE SOLUTIONS, LLC RETIREMENT PLAN | DANBURY CT | 227 | $25.4M | $381K |
| 8 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $291K |
| 9 | BIG SANDY DISTRIBUTION, INC. BIG SANDY SUPERSTORES 401(K) PLAN | FRANKLIN FURNACE OH | 551 | $13.5M | $269K |
| 10 | CARNIVAL CORPORATION CARNIVAL CORPORATION QUALIFIED RETIREMENT PLAN | DORAL FL | 84 | $8.2M | $262K |
