Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Strategic Equity Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $7.8M 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 | CORTEVA AGRISCIENCE PUERTO RICO, INC. PUERTO RICO SAVINGS & INVESTMENT PLAN | AGUIRRE PR | 211 | $63.4M | $4.5M |
| 2 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN | EVANSTON IL | 202 | $85.4M | $1.8M |
| 3 | WOVEN BY TOYOTA, U.S., INC. |
PALO ALTO CA |
| 521 |
| $76.2M |
| $605K |
| 4 | CERTIFIED INDUSTRIAL PARTNERS, INC. CERTIFIED INDUSTRIAL PARTNERS RETIREMENT PLAN | KANSAS CITY MO | 187 | $8.3M | $515K |
| 5 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $279K |
| 6 | BENTLEY TRUCK SERVICES, INC. BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOGAN TWP NJ | 173 | $9.1M | $94K |
| 7 | EDGEWOOD MANOR OF WELLSTON SHERMAN GROUP RETIREMENT PLAN | WELLSTON OH | 534 | $1.6M | $7K |
| 8 | BOLING VISION CENTER, LLC BOLING VISION CENTER, LLC EMPLOYEES' RETIREMENT PLAN | ELKHART IN | 130 | $6.0M | $4K |
