Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Vanguard Strategic Equity Fund - in their Schedule of Assets, totaling $115.2M 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 | PLYMOUTH ROCK ASSURANCE CORPORATION THE PLYMOUTH ROCK COMPANIES SAVINGS AND INVESTMENT PLAN | BOSTON MA | 1,969 | $505.3M | $18.5M |
| 2 | PENSKE MOTOR GROUP, LLC PENSKE MOTOR GROUP, LLC 401(K) SAVINGS PLAN | EL MONTE CA | 961 | $164.1M | $15.8M |
| 3 | BASIN ELECTRIC POWER COOPERATIVE |
BISMARCK ND |
| 861 |
| $395.6M |
| $11.5M |
| 4 | SEWELL VILLAGE CADILLAC COMPANY, INC SEWELL AUTOMOTIVE COMPANIES 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 3,821 | $370.6M | $9.3M |
| 5 | DAKOTA GASIFICATION COMPANY DAKOTA GASIFICATION COMPANY 401(K) PLAN | BISMARK ND | 525 | $221.9M | $9.2M |
| 6 | ELEVATE TEXTILES, INC. ELEVATE TEXTILES 401(K) RETIREMENT PLAN | CHARLOTTE NC | 2,100 | $231.8M | $5.7M |
| 7 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $3.5M |
| 8 | HECLA MINING COMPANY HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN | COEUR DALENE ID | 729 | $162.9M | $3.5M |
| 9 | THE FRESH MARKET, INC. THE FRESH MARKET, INC. EMPLOYEES 401(K) SAVINGS PLAN | GREENSBORO NC | 7,390 | $78.8M | $2.9M |
| 10 | BASIN ELECTRIC POWER COOPERATIVE BASIN ELECTRIC POWER COOPERATIVE ND/SD UNION 401(K) PLAN | BISMARCK ND | 290 | $94.6M | $2.4M |
