Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Strategic Equity in their Schedule of Assets, totaling $297K 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 | COMPANIA CERVECERA DE PR, INC. COMPANIA CERVECERA DE P. R. RETIREMENT PLAN-UNION | MAYAGUEZ PR | 125 | $5.3M | $172K |
| 2 | VELOCITY CLINICAL RESEARCH, INC VELOCITY CLINICAL RESEARCH 401(K) PLAN | DURHAM NC | 1,016 | $35.6M | $124K |
| 3 | KECH INC KECH INC 401(K) PROFIT SHARING PLAN & TRUST |
WILLIAMSBURG KY |
| 411 |
| $692K |
| $1K |