Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard U.S. Growth Fund Investor Shares in their Schedule of Assets, totaling $7.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FILBERT MANAGEMENT FILBERT MANAGEMENT 401(K) PLAN | SAN FRANCISCO CA | 16 | $21.9M | $2.6M |
| 2 | EL DORADO SAVINGS BANK EL DORADO SAVINGS BANK PROFIT SHARING PLAN | PLACERVILLE CA | 252 | $43.4M | $2.5M |
| 3 | IKE GROUP INC. IKE GROUP INC. 401(K) PROFIT SHARING PLAN |
HONOLULU HI |
| 78 |
| $44.1M |
| $2.0M |
| 4 | VERNON E. FAULCONER, INC. VERNON E. FAULCONER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TYLER TX | 99 | $18.7M | $785K |
| 5 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $52K |