Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Growth Index Fund Adm in their Schedule of Assets, totaling $2.3M 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 | MATRIX TECHNOLOGIES, INC. MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN | MAUMEE OH | 302 | $80.3M | $1.9M |
| 2 | BOBBY COX COMPANIES, INC. BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN | FORT WORTH TX | 2,089 | $23.3M | $216K |
| 3 | THE MOORINGS, INCORPORATED |
NAPLES FL |
| 853 |
| $45.4M |
| $112K |
| 4 | INNOVATIVE HEALTH, LLC INNOVATIVE HEALTH, LLC 401K | SCOTTSDALE AZ | 143 | $6.4M | $58K |
| 5 | COMMUNITY YOUTH SERVICES COMMUNITY YOUTH SERVICES 403(B) RETIREMENT PLAN | OLYMPIA WA | 157 | $6.3M | $24K |