Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 108 retirement plans report an interest in this investment, totaling $11.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Strategic Equity Fund, Vanguard Strategic Equity, Vanguard Strategic Equity FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WOOD, SMITH, HENNING, & BERMAN LLP WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST | LOS ANGELES CA | 546 | $40.0M | $1.1M |
| 2 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN | ANKENY IA | 317 | $30.6M | $918K |
| 3 | UT LE BONHEUR PEDIATRIC SPECIALISTS, INC. ULPS EMPLOYEE SAVINGS PLAN | MEMPHIS TN | 238 | $66.6M | $842K |
| 4 | WOODSMAN KITCHENS & FLOORS, INC. WOODSMAN KITCHENS & FLOORS, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 146 | $12.8M | $797K |
| 5 | STEMILT GROWERS, LLC STEMILT GROWERS, LLC 401(K) SAVINGS PLAN & TRUST | WENATCHEE WA | 1,734 | $64.7M | $640K |
| 6 | IRISNDT INC. IRISNDT INC. 401(K) PLAN | HOUSTON TX | 1,603 | $42.6M | $613K |
| 7 | EVERETT J. PRESCOTT, INC. TEAM EJP 401(K) RETIREMENT SAVINGS PLAN | GARDINER ME | 322 | $30.2M | $609K |
| 8 | 4LEAF, INC. 4LEAF, INC. 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 412 | $18.0M | $584K |
| 9 | KOSSE PARTNERS I, LLC FORTRESS SOLUTIONS 401(K) PLAN | PLANO TX | 197 | $14.3M | $368K |
| 10 | GOLD BEACH LUMBER YARD, INC. GOLD BEACH LUMBER YARD, INC. 401K PROFIT SHARING PLAN | GOLD BEACH OR | 92 | — | $344K |
