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 Mutual Fund in their Schedule of Assets, totaling $221K 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 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $221K |
