Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Tax-Managed Capital Appreciation Fund in their Schedule of Assets, totaling $82K 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 | OMEGA CONSTRUCTION, INC. OMEGA CONSTRUCTION, INC. 401(K) PLAN | WINSTON-SALEM NC | 135 | $7.9M | $70K |
| 2 | PROMILES SOFTWARE DEVELOPMENT CORPORATION PROMILES 401(K) PLAN | BRIDGE CITY TX | 149 | $5.1M | $12K |
