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 in their Schedule of Assets, totaling $317K 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 | OUTSOURCING STRATEGIES, INC. OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | WESTMONT IL | 2,079 | $34.4M | $191K |
| 2 | SHORE POINT DISTRIBUTING CO., INC. SHORE POINT DISTRIBUTING EMPLOYEES' PROFIT SHARING PLAN | ADELPHIA NJ | 120 | $27.2M | $121K |
| 3 | COMPANIA CERVECERA DE PR, INC. |
MAYAGUEZ PR |
| 125 |
| $5.3M |
| $5K |
