Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANGUARD TAX-MNGD SM CAP ADM in their Schedule of Assets, totaling $503K 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 | LEARNING TECHNOLOGIES GROUP, INC. PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 339 | $52.3M | $334K |
| 2 | PRIORITY ONE SERVICES, INC. PRIORITY ONE SERVICES, INC. RETIREMENT PLAN | ALEXANDRIA VA | 418 | $17.4M | $87K |
| 3 | LEARNING TECHNOLOGIES GROUP, INC. LEARNING TECHNOLOGIES GROUP, INC. ENHANCED MATCH 401(K) PLAN |
RALEIGH NC |
| 72 |
| $9.2M |
| $77K |
| 4 | HOLMAN PROFESSIONAL COUNSELING CENTERS HOLMAN PROFESSIONAL COUNSELING 401K PLAN | CANOGA PARK CA | 146 | $1.5M | $5K |
