Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Strat Equity Inv Fund Mutual Fund in their Schedule of Assets, totaling $344K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAMB-STAR ENGINEERING, LLC LAMB-STAR ENGINEERING LLC 401(K) PROFIT SHARING PLAN | FRISCO TX | 126 | $17.0M | $229K |
| 2 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN | CAMBRIDGE MA | 72 | $12.7M | $115K |
