Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Strategic Small-Cap Equity Inv in their Schedule of Assets, totaling $1.7M 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 | CHILDREN'S HEALTH SYSTEM, INC. CHILDREN'S HEALTH SYSTEM, INC. DEFINED CONTRIBUTION PLAN | NORFOLK VA | 575 | $78.8M | $684K |
| 2 | THE CALDWELL FOUNDATION THE CALDWELL FOUNDATION 401(K) PLAN | TYLER TX | 106 | $4.1M | $268K |
| 3 | STORR OFFICE ENVIRONMENTS, INC. |
RALEIGH NC |
| 233 |
| $16.7M |
| $208K |
| 4 | DENVER RESCUE MISSION DENVER RESCUE MISSION 401 (K) RETIREMENT PLAN | DENVER CO | 291 | $8.7M | $163K |
| 5 | TRIMARK CORPORATION TRIMARK CORPORATION 401K RETIREMENT PLAN | NEW HAMPTON IA | 360 | $25.3M | $162K |
| 6 | OUR WORLD NEIGHBORHOOD CHARTER SCHOOL OUR WORLD NEIGHBORHOOD CHARTER SCHOOL 401(K) PLAN | ASTORIA NY | 184 | $14.9M | $97K |
| 7 | REEDMARK ADVISERS LLC SRL REEDMARK POOLED EMPLOYER PLAN | SOMERVILLE NJ | 538 | $3.6M | $41K |
| 8 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $31K |
| 9 | STERLING MEDICAL CORPORATION STERLING MEDICAL 401(K) PLAN | CINCINNATI OH | 648 | $15.3M | $23K |
| 10 | SOCIAL FINANCE, INC. SOCIAL FINANCE, INC. 403(B) PLAN | BOSTON MA | 125 | $12.3M | $3K |
