Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Tax-Managed Small Cap Admiral - in their Schedule of Assets, totaling $104K 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 | MONTEREAU, INC. MONTEREAU, INC. 401(K) PLAN | TULSA OK | 299 | $5.4M | $104K |
