Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TA Vanguard Small-Cap Index Ret Opt Pooled Separate Account - in their Schedule of Assets, totaling $1.4M 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 | NAUTILUS INTERNATIONAL HOLDING CORP NAUTILUS INTERNATIONAL HOLDING CORPORATION PENSION PLAN | LONG BEACH CA | 8 | $31.1M | $844K |
| 2 | VOXTUR ANALYTICS US CORP. VOXTUR ANALYTICS US CORP. 401(K) PLAN | TAMPA FL | 90 | $8.2M | $238K |
| 3 | REDBARN PET PRODUCTS, LLC |
LONG BEACH CA |
| 223 |
| $7.5M |
| $203K |
| 4 | VALOR LLC VALOR, LLC RETIREMENT PLAN | OWENSBORO KY | 221 | $5.7M | $80K |
