Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Strategic Small-Cap Equity Fund Mutual fund in their Schedule of Assets, totaling $8.1M 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 | INFOBLOX, INC. INFOBLOX 401(K) RETIREMENT PLAN | SANTA CLARA CA | 749 | $170.5M | $6.6M |
| 2 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $586K |
| 3 | ATB ADMINISTRATION LLC ATB ADMINISTRATION RETIREMENT PLAN |
MENLO PARK CA |
| 217 |
| $23.7M |
| $537K |
| 4 | WELTY BUILDING COMPANY LTD. WELTY BUILDING COMPANY LTD. 401(K) PROFIT SHARING PLAN | FAIRLAWN OH | 196 | $11.8M | $115K |
| 5 | NORTHERN CALIFORNIA GOLF ASSOCIATION NORTHERN CALIFORNIA GOLF ASSOCIATION/POPPY HOLDING, INC. 401(K) PLAN | PEBBLE BEACH CA | 171 | $22.9M | $101K |
| 6 | FRIENDS OF THE HIGH LINE, INC. FRIENDS OF THE HIGH LINE 403(B) PLAN | NEW YORK NY | 119 | $8.4M | $55K |
| 7 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $10K |
| 8 | UMPQUA HEALTH, LLC UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 150 | $14.9M | $7K |
| 9 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $4K |
