Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tax-Managed Small Cap Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $2.2M 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 | FUND FOR THE PUBLIC INTEREST, INC. PUBLIC INTEREST RESEARCH GROUP 401(K) PLAN | BOSTON MA | 179 | $37.8M | $1.4M |
| 2 | HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401K PLAN | WEST POINT GA | 1,428 | $7.7M | $432K |
| 3 | SYNERGY BUSINESS INNOVATION AND |
RESTON VA |
| 498 |
| $37.7M |
| $316K |
