Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tax-Managed Capital Apprec Adm Vanguard 0 in their Schedule of Assets, totaling $474K 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 | HALVIK CORP HALVIK CORP. 401(K) PLAN | VIENNA VA | 352 | $21.0M | $462K |
| 2 | AG SOLUTIONS INTERMEDIATE CORP PARALLEL AG. 401(K) PLAN | CHICKASHA OK | 294 | $15.1M | $11K |
| 3 | ISPA TECHNOLOGY, LLC ISPA TECHNOLOGY, LLC 401(K) PLAN | LITHIA |
| 97 |
| $14.8M |
| $1K |
