Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Strategic Equity Fund Pooled separate account in their Schedule of Assets, totaling $975K 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 | 4LEAF, INC. 4LEAF, INC. 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 412 | $18.0M | $584K |
| 2 | B S K ASSOCIATES B S K ASSOCIATES 401(K) PLAN AND TRUST | FRESNO CA | 199 | $10.7M | $265K |
| 3 | PRIME RETAIL SERVICES, INC. PRIME RETAIL SERVICES, INC. | FLOWERY BRANCH GA | 154 | $1.6M | $56K |
| 4 | LOCKNET LOCKNET 401(K) PROFIT SHARING PLAN | NICHOLASVILLE KY | 179 | $6.5M | $29K |
| 5 | AIRES, LLC AIRES, LLC 401(K) PLAN | PHOENIX AZ | 840 | $3.6M | $18K |
| 6 | ALLATA, LLC ALLATA, LLC 401(K) PLAN | DALLAS TX | 106 | $7.7M | $13K |
| 7 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $9K |