Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vangrd Strategic Eqty Fnd Inv Registered Investment Company in their Schedule of Assets, totaling $694K 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 | IRIS SOFTWARE INC. IRIS 401 (K) PLAN | EDISON NJ | 365 | $13.2M | $482K |
| 2 | OPTUS INC OPTUS RETIREMENT INVESTMENT PLAN | JONESBORO AR | 77 | $7.6M | $135K |
| 3 | FLASHCO MANUFACTURING, INC. FLASHCO 401K PROFIT SHARING PLAN | SANTA ROSA |
| 149 |
| $5.6M |
| $78K |
