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 Registered Investment Company in their Schedule of Assets, totaling $2.6M 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 | HACKENSACK RADIOLOGY GROUP, P.A. HACKENSACK RADIOLOGY GROUP, P.A. SAVINGS & INVESTMENT PLAN | RIVER EDGE NJ | 140 | $61.2M | $1.2M |
| 2 | LLOYD'S REGISTER AMERICAS, INC LLOYD'S REGISTER 401(K) PLAN | HOUSTON TX | 114 | $47.4M | $644K |
| 3 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION |
CHICAGO IL |
| 202 |
| $48.8M |
| $397K |
| 4 | LLOYD'S REGISTER QUALITY ASSURANCE, INC. LRQA 401(K) PLAN | HOUSTON TX | 98 | $19.6M | $212K |
| 5 | SAINT MARTINS UNIVERSITY SAINT MARTIN'S UNIVERSITY 403(B) PLAN | LACEY WA | 412 | $33.6M | $87K |
| 6 | KYLE MATHISON ORCHARDS, INC. KYLE MATHISON ORCHARDS, INC. 401(K) SAVINGS PLAN AND TRUST | WENATCHEE WA | 112 | $7.0M | $85K |
| 7 | CASPER ORTHOPAEDIC ASSOCIATES, P.C. CASPER ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PLAN | CASPER WY | 108 | $2.9M | $19K |
| 8 | HEALTHPORT, INC. HEALTHPORT, INC. 401(K) PLAN | SALISBURY MD | 143 | $4.8M | $19K |
