Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Growth Index Admiral Fund in their Schedule of Assets, totaling $21.5M 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 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $8.3M |
| 2 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 1,945 | $327.3M | $8.2M |
| 3 | TAYLOR-LISTUG, INC. DBA TAYLOR GUITARS TAYLOR GUITARS SAVING AND RETIREMENT PLAN |
EL CAJON CA |
| 413 |
| $59.8M |
| $1.3M |
| 4 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 715 | $62.0M | $935K |
| 5 | R&H CONSTRUCTION CO. R&H CONSTRUCTION CO. 401(K) PROFIT SHARING RETIREMENT PLAN | PORTLAND OR | 147 | $32.3M | $766K |
| 6 | SBCS SBCS 403(B) PLAN | CHULA VISTA CA | 400 | $26.9M | $498K |
| 7 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $455K |
| 8 | COMPASS HEALTH CENTER, PLLC COMPASS HEALTH CENTER, PLLC 401(K) PLAN | NORTHBROOK IL | 704 | $23.6M | $435K |
| 9 | LERETA, LLC LERETA, LLC 401(K) PLAN | POMONA CA | 594 | $34.7M | $266K |
| 10 | FULL SWING GOLF, INC. FULL SWING GOLF 401(K) PROFIT SHARING PLAN | CARLSBAD CA | 176 | $14.0M | $170K |
