Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Strategic Equity Fund Investor Shares Mutual fund N/A in their Schedule of Assets, totaling $738K 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 | FOSBER AMERICA, INC. FOSBER SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 192 | $34.6M | $571K |
| 2 | VIRIDIAN MANAGEMENT INC VIRIDIAN MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | ENTERPRISE OR | 203 | $6.6M | $131K |
| 3 | LIVING WELL DISABILITY SERVICES LIVING WELL DISABILITY SERVICES 401(K) PLAN |
MENDOTA HEIGHTS MN |
| 373 |
| $15.4M |
| $26K |
| 4 | BLOOMINGTON MEDICAL SERVICES, LLC BLOOMINGTON MEDICAL SERVICES, LLC 401(K) PLAN | WOOSTER OH | 174 | $13.3M | $10K |
