Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Strategic Equity Fund in their Schedule of Assets, totaling $2.7M 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 | ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC. PROFIT SHARING AND SAVINGS PLAN | AURORA IL | 454 | $90.0M | $1.1M |
| 2 | CONNEXUS ENERGY CONNEXUS ENERGY RETIREMENT SAVINGS PLAN | RAMSEY MN | 229 | $94.2M | $974K |
| 3 | MILITARY OFFICERS ASSOCIATION OF AMERICA MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN |
ALEXANDRIA VA |
| 81 |
| $42.0M |
| $349K |
| 4 | VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 95 | $17.8M | $282K |
