Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Strategic Equity Inv Mutual funds 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 | RANPAK CORP. RANPAK CORP. 401(K) PROFIT SHARING PLAN AND TRUST | CONCORD TOWNSHIP OH | 327 | $22.4M | $1.5M |
| 2 | ECONTROLS, LLC ECONTROLS, LLC 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 490 | $54.1M | $727K |
| 3 | COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE |
MAYAGUEZ PR |
| 109 |
| $7.1M |
| $354K |
| 4 | THE GENEVA SCHOOL THE GENEVA SCHOOL 401(K) RETIREMENT PLAN | CASSELBERRY FL | 117 | $6.8M | $32K |
