Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vangrd Strategic Eqty Fnd Inv Registered Investment Co in their Schedule of Assets, totaling $194K 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 | OTTERSTEDT INSURANCE AGENCY, INC. OTTERSTEDT AGENCY 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 115 | $12.7M | $194K |
