Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Strategic Small-Cap Equity Inv Vanguard 0 in their Schedule of Assets, totaling $6.4M 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 | INVENTEC DISTRIBUTION (NORTH AMERICA) CORP. INVENTEC 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 80 | $26.0M | $1.5M |
| 2 | RENAL MEDICINE ASSOCIATES, LTD. RENAL MEDICINE ASSOCIATES LTD 401K PS PLAN | ALBUQUERQUE NM | 66 | $19.6M | $1.0M |
| 3 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN |
PITTSBURGH PA |
| 555 |
| $113.7M |
| $749K |
| 4 | SURGENT MCCOY CPE, LLC SURGENT MCCOY CPE, LLC 401(K) PLAN | RADNOR PA | 186 | $17.8M | $560K |
| 5 | NORTH AMERICAN HERITAGE SERVICES, INC. NORTH AMERICAN HERITAGE SERVICES 401(K) PLAN | LEXINGTON KY | 123 | $15.2M | $441K |
| 6 | ALPHA STAFFING & EMPLOYEE LEASING ALPHA 401(K) PLAN | FORT LAUDERDALE FL | 269 | $16.2M | $353K |
| 7 | CARE DESIGN NY, LLC CARE DESIGN NY 401(K) PLAN | ALBANY NY | 1,134 | $50.6M | $345K |
| 8 | NEXT PHASE SOLUTIONS AND SERVICES, INC. NEXT PHASE SOLUTIONS AND SERVICES 401(K) PLAN | COLUMBIA MD | 74 | $11.9M | $272K |
| 9 | UNIFIED SCREENING AND CRUSHING MN, INC. UNIFIED SCREENING & CRUSHING-MN, INC 401(K) PROFIT SHARING PLAN | EAGAN MN | 178 | $7.3M | $259K |
| 10 | BOCA WEST COUNTRY CLUB, INC. BOCA WEST COUNTRY CLUB 401(K) RETIREMENT PLAN | BOCA RATON FL | 392 | $23.3M | $186K |
