Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Tax-Managed Small-Cap Fund Registered Investment Company in their Schedule of Assets, totaling $451K 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 | HELICOPTER EXPRESS, INC. HELICOPTER EXPRESS 401(K) PLAN | CHAMBLEE GA | 294 | $10.7M | $389K |
| 2 | AMR RESOURCES, LLC AMR RESOURCES 401(K) PLAN | MARIETTA GA | 59 | $4.3M | $62K |
