Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares in their Schedule of Assets, totaling $987K 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 | PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA CA | 376 | $36.2M | $987K |
