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 Registered Investment Company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARCUS & MILLICHAP COMPANY MARCUS & MILLICHAP COMPANY 401(K) PLAN | PALO ALTO CA | 218 | $62.1M | $3.7M |
| 2 | MUNICIPAL OPERATIONS & CONSULT MUNICIPAL OPERATIONS & CONSULT 401(K) PROFIT SHARING PLAN & TRUST | CYPRESS TX | 192 | $6.6M | $227K |
| 3 | BEASLEY FOREST PRODUCTS, INC. |
HAZLEHURST GA |
| 1,166 |
| $23.6M |
| $58K |
| 4 | MIRACLE HOME HEALTH CARE INC MIRACLE HOME HEALTH CARE INC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 95 | $3.9M | $3K |
