Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Strat Equity Inv Fund in their Schedule of Assets, totaling $4.0M 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 | RHF INVESTMENTS, INC. RHF INVESTMENTS, INC. 401(K) SAVINGS PLAN | HICKORY NC | 1,616 | $50.4M | $1.5M |
| 2 | NFM, INC. NFM, INC. 401(K) PLAN | LINTHICUM MD | 1,020 | $63.1M | $1.1M |
| 3 | BOHEMIA INTERACTIVE SIMULATIONS, INC. BOHEMIA INTERACTIVE SIMULATIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST |
ORLANDO FL |
| 114 |
| $12.7M |
| $817K |
| 4 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $401K |
| 5 | WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS MI | 2,083 | $13.7M | $177K |
| 6 | HUDSONVILLE CREAMERY AND ICE CREAM COMPANY, LLC HUDSONVILLE CREAMERY AND ICE CREAM COMPANY, LLC RETIREMENT SAVINGS PLAN | HOLLAND MI | 254 | $15.7M | $39K |
