Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Tax-Managed Small-Cap Adm Mutual Fund N/A in their Schedule of Assets, totaling $983K 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 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $436K |
| 2 | IDEAL HOMES OF NORMAN, L.P. IH GROUP 401(K) PLAN | NORMAN OK | 247 | $19.5M | $227K |
| 3 | DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA |
TULSA OK |
| 305 |
| $17.0M |
| $167K |
| 4 | INFLEXIONPOINT INFLEXIONPOINT PROFIT SHARING PLAN WITH CODA | NEPTUNE NJ | 94 | $17.3M | $111K |
| 5 | BRAINERD CHEMICAL CO., INC. BRAINERD CHEMICAL 401(K) RETIREMENT PLAN | TULSA OK | 93 | $8.0M | $42K |
