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 Vanguard 0 in their Schedule of Assets, totaling $801K 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 | GRIFFIN FORD, INC. GRIFFIN FORD, INC. 401(K) PLAN | WAUKESHA WI | 277 | $18.0M | $526K |
| 2 | AG SOLUTIONS INTERMEDIATE CORP PARALLEL AG. 401(K) PLAN | CHICKASHA OK | 294 | $15.1M | $169K |
| 3 | GEOZONING, INC. GEOZONING, INC. 401(K) PLAN |
| 197 |
| $8.5M |
| $64K |
| 4 | COVENANT HEALTHCARE, LLC DOVE HEALTHCARE OF EAU CLAIRE 401(K) SAVINGS PLAN | EAU CLAIRE WI | 1,227 | $12.9M | $33K |
| 5 | UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. PROFIT SHARING RETIREMENT PLAN | MADISON WI | 95 | $13.3M | $9K |
