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 Registered Investment Company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $419K |
| 2 | PROJECT RESOURCES GROUP, INC. PROJECT RESOURCES GROUP, INC. PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 825 | $20.8M | $419K |
| 3 | CLEANLEAF ENERGY, LLC CLEANLEAF ENERGY RETIREMENT SAVINGS PLAN |
ANNAPOLIS MD |
| 105 |
| $21.6M |
| $392K |
| 4 | MAINLINE INVESTMENT PARTNERS, LLC MAINLINE MERION 401(K) PLAN | WYNNEWOOD PA | 111 | $20.5M | $299K |
