Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Strategic Eq Mutual Fund in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUICK CHEK CORPORATION QUICK CHEK CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | WHITEHOUSE STATION NJ | 892 | $61.0M | $2.6M |
| 2 | PRO FARM GROUP, INC. PRO FARM GROUP, INC. 401(K) PLAN | DAVIS CA | 171 | $15.2M | $689K |
| 3 | SIMON KUCHER & PARTNERS LLC SIMON KUCHER & PARTNERS 401(K) PLAN |
BOSTON MA |
| 339 |
| $51.3M |
| $220K |
| 4 | ALLEN HARIM FOODS, LLC THE ALLEN HARIM GROUP 401(K) PLAN | MILLSBORO DE | 1,263 | $16.8M | $3K |
