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 Fund in their Schedule of Assets, totaling $313K 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 | BOLEY CENTERS, INC. BOLEY CENTERS 401(K) PLAN | PINELLAS PARK FL | 202 | $7.1M | $96K |
| 2 | PROMILES SOFTWARE DEVELOPMENT CORPORATION PROMILES 401(K) PLAN | BRIDGE CITY TX | 149 | $5.1M | $92K |
| 3 | JD YOUNG COMPANY, INC. JD YOUNG COMPANY, INC. 401(K) RETIREMENT PLAN |
TULSA OK |
| 115 |
| $11.1M |
| $64K |
| 4 | EPWORTH LIVING, INC. EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 326 | $5.1M | $46K |
| 5 | STERILE COMPOUNDING OF AMERICA SCA PHARMACEUTICALS 401(K) PLAN | LITTLE ROCK AR | 479 | $17.0M | $15K |
