Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Strategic Equity Fund in their Schedule of Assets, totaling $31.6M 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 | BASIN ELECTRIC POWER COOPERATIVE BASIN ELECTRIC POWER COOPERATIVE 401(K) PLAN | BISMARCK ND | 861 | $395.6M | $11.5M |
| 2 | DAKOTA GASIFICATION COMPANY DAKOTA GASIFICATION COMPANY 401(K) PLAN | BISMARK ND | 525 | $221.9M | $9.2M |
| 3 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS |
NEW HAVEN CT |
| 686 |
| $156.0M |
| $3.5M |
| 4 | BASIN ELECTRIC POWER COOPERATIVE BASIN ELECTRIC POWER COOPERATIVE ND/SD UNION 401(K) PLAN | BISMARCK ND | 290 | $94.6M | $2.4M |
| 5 | KNIGHTS OF COLUMBUS THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS | NEW HAVEN CT | 852 | $42.7M | $1.7M |
| 6 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $1.5M |
| 7 | BASIN ELECTRIC POWER COOPERATIVE BASIN ELECTRIC POWER COOPERATIVE WY/NE UNION 401(K) PLAN | BISMARCK ND | 236 | $75.8M | $1.2M |
| 8 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $215K |
| 9 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $98K |
| 10 | FAITH CHRISTIAN SCHOOL,INC. FAITH CHRISTIAN SCHOOL, INC. 401K PLAN | GRAPEVINE TX | 150 | $7.7M | $59K |
