Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Strategic Equity Fund Mutual fund – in their Schedule of Assets, totaling $26.2M 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 | SRC HOLDINGS CORPORATION SRC EMPLOYEES SAVINGS TRUST | SPRINGFIELD MO | 1,355 | $115.9M | $5.0M |
| 2 | WEIR GROUP, INC. WEIR GROUP, INC. 401(K) PLAN | IRVING TX | 1,692 | $444.2M | $4.5M |
| 3 | FROST AND SULLIVAN FROST AND SULLIVAN 401(K) PLAN | SAN ANTONIO TX | 99 | $37.3M | $3.3M |
| 4 | INTERTAPE POLYMER CORP. IPC GROUP 401(K) PLAN | SARASOTA FL | 2,011 | $216.2M | $2.7M |
| 5 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $2.6M |
| 6 | PRIMA CARE, P.C. PRIMA CARE, P. C. PROFIT SHARING PLAN | FALL RIVER MA | 642 | $86.8M | $2.4M |
| 7 | MACKAY & SOMPS CIVIL ENGINEERS, INC. MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST | PLEASANTON CA | 99 | $68.1M | $1.7M |
| 8 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $835K |
| 9 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $781K |
| 10 | POST UNIVERSITY, INC. POST UNIVERSITY, INC. 401(K) RETIREMENT PLAN | WATERBURY CT | 836 | $28.5M | $445K |
