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 Pooled Separate Account in their Schedule of Assets, totaling $1.5M 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 | MICHAUD, COOLEY, ERICKSON & ASSOCIATES, LLC MICHAUD, COOLEY, ERICKSON PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 123 | $30.6M | $1.5M |
| 2 | DIFFERENCE PRINCIPLE, INC. DIFFERENCE PRINCIPLE, INC. EMPLOYEE RETIREMENT PLAN | MILWAUKEE WI | 268 | $2.6M | $39K |
