Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Strategic Equity Inv Mutual Fund N/A in their Schedule of Assets, totaling $871K 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 | THE POYNTER INSTITUTE FOR MEDIA STUDIES INC THE POYNTER INSTITUTE FOR MEDIA STUDIES, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN | ST. PETERSBURG FL | 79 | $6.4M | $657K |
| 2 | CLF ONTARIO, INC. D/B/A SOLU TECHNOLOGY PARTNERS SOLU TECHNOLOGY PARTNERS 401(K) PLAN | VICTOR NY | 258 | $21.2M | $213K |
