Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Strategic Small Cap Equity Registered Investment Company in their Schedule of Assets, totaling $890K 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 | BRADLEY PLUMBING & HEATING, INC. BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERY AL | 129 | $8.1M | $468K |
| 2 | RM DISTRIBUTORS, LLC MALETIS BEVERAGE 401(K) RETIREMENT PLAN | PORTLAND OR | 390 | $21.9M | $412K |
| 3 | ARISE VIRTUAL SOLUTIONS INC. |
MIRAMAR FL |
| 190 |
| $20.3M |
| $10K |
