Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Strategic Equity Inv Mutual funds in their Schedule of Assets, totaling $492K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE | MAYAGUEZ PR | 109 | $7.1M | $354K |
| 2 | MATRIXX SOFTWARE INC. MATRIXX SOFTWARE 401(K) PLAN | FOSTER CITY CA | 89 | $16.2M | $107K |
| 3 | THE GENEVA SCHOOL THE GENEVA SCHOOL 401(K) RETIREMENT PLAN |
CASSELBERRY FL |
| 117 |
| $6.8M |
| $32K |
