Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Strategic Small-Cap Equity Inv Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | GARY MERLINO CONSTRUCTION COMPANY, INC. MERLINO COMPANIES PROFIT SHARING 401(K) PLAN | SEATTLE WA | 395 | $42.6M | $1.8M |
| 2 | PROJECT RESOURCES GROUP, INC. PROJECT RESOURCES GROUP, INC. PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 825 | $20.8M | $252K |
| 3 | NEAL MERCHANT ENTERPRISES, INC. |
CULPEPER VA |
| 126 |
| $9.9M |
| $189K |
| 4 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P. SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS FUND | ROCKFORD IL | 964 | $209.7M | $64K |
