Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tax Managed Bal Admiral Vanguard 0 in their Schedule of Assets, totaling $1.8M 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 | GRW ENGINEERS, INC. GRW TAX DEFERRED SAVINGS & PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 175 | $34.8M | $1.4M |
| 2 | ISPA TECHNOLOGY, LLC ISPA TECHNOLOGY, LLC 401(K) PLAN | LITHIA FL | 97 | $14.8M | $206K |
| 3 | BROTHERS, INC. BROTHERS, INC. 401(K) PLAN |
BROOMALL PA |
| 123 |
| $13.9M |
| $140K |
