Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Strategic Equity Inv in their Schedule of Assets, totaling $20.2M 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 | CURIUM US LLC CURIUM US LLC 401(K) PLAN | ST. LOUIS MO | 541 | $85.1M | $3.5M |
| 2 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $2.7M |
| 3 | GLOBITECH, INCORPORATED GLOBAL WAFERS US 401(K) PLAN |
SHERMAN TX |
| 665 |
| $121.2M |
| $2.7M |
| 4 | SMITH, DEBNAM, NARRON, DRAKE, SAINTSING & MYERS LLP SMITH DEBNAM 401(K) PLAN | RALEIGH NC | 103 | $19.8M | $1.7M |
| 5 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN | CAMBRIDGE MA | 316 | $55.5M | $1.7M |
| 6 | RECONSTRUCTIVE ORTHOPAEDIC ASSOCIATES II, P.C. ROTHMAN INSTITUTE 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 1,495 | $244.7M | $1.4M |
| 7 | CONTEC, INC. CONTEC, INC. 401(K) PROFIT SHARING PLAN | SPARTANBURG SC | 628 | $46.9M | $1.4M |
| 8 | SOUTHWESTERN FINANCIAL CORPORATION THE MAHONEY GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 236 | $24.7M | $1.3M |
| 9 | THE REINVESTMENT FUND THE REINVESTMENT FUND 401(K) PLAN | PHILADELPHIA PA | 128 | $32.5M | $1.3M |
| 10 | PEPSI-COLA PUERTO RICO DISTRIBUTING LLC PEPSI-COLA PUERTO RICO DISTRIBUTING LLC 1165(E) SAVINGS PLAN | TOA BAJA PR | 551 | $15.8M | $1.0M |
