Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Tax-Managed Sm Cap Adm in their Schedule of Assets, totaling $268K 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 | WELL-SPRING RETIREMENT COMMUNITY, INC. WELL-SPRING RETIREMENT COMMUNITY, INC. TAX-DEFERRED RETIREMENT SAVINGS PLAN | GREENSBORO NC | 781 | $16.5M | $268K |
