Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Strategic Equity Inv Mutual fund - in their Schedule of Assets, totaling $18.6M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $10.8M |
| 2 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $3.8M |
| 3 | RIVIANA FOODS INC. RIVIANA FOODS INC. SAVINGS PLAN AND TRUST |
HARRISBURG PA |
| 1,026 |
| $90.0M |
| $1.5M |
| 4 | GREAT SOUTHERN BANCORP, INC. GREAT SOUTHERN BANCORP, INC. 401(K) PLAN | SPRINGFIELD MO | 812 | $69.6M | $981K |
| 5 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $438K |
| 6 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 167 | $12.3M | $217K |
| 7 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 131 | $11.1M | $207K |
| 8 | BLUESTAQ, LLC BLUESTAQ 401(K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 139 | $14.8M | $205K |
| 9 | DEANGELIS DIAMOND CONSTRUCTION, LLC DEANGELIS DIAMOND CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN & TRUST | NAPLES FL | 256 | $25.4M | $118K |
| 10 | HAWAII DENTAL GROUP, INC. HAWAII DENTAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 201 | $15.6M | $117K |
