Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding VANGUARD TAX-MNGD SM CAP ADM in their Schedule of Assets, totaling $4.5M 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 | PPL PHARMA SOLUTIONS RIVERVIEW LLC PPL PHARMA SOLUTIONS RIVERVIEW LLC 401(K) PLAN | RIVERVIEW MI | 179 | $27.9M | $653K |
| 2 | SERVERCENTRAL LLC SERVERCENTRAL LLC 401(K) PROFIT SHARING PLAN & TRUST | ELK GROVE VILLAGE IL | 168 | $18.2M | $608K |
| 3 | INFINITY SYSTEMS ENGINEERING |
COLORADO SPRINGS CO |
| 288 |
| $70.0M |
| $563K |
| 4 | GEMMA POWER SYSTEMS, LLC GEMMA POWER SYSTEMS 401(K) PLAN | GLASTONBURY CT | 442 | $46.4M | $422K |
| 5 | PAR EXCELLENCE SYSTEMS, INC. PAR EXCELLENCE 401(K) PLAN | CINCINNATI OH | 163 | $14.0M | $411K |
| 6 | LEARNING TECHNOLOGIES ACQ CORP PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 269 | $55.8M | $380K |
| 7 | LEARNING TECHNOLOGIES GROUP, INC. PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 339 | $52.3M | $334K |
| 8 | COX TRANSFER, INC. COX TRANSFER, INC. 401K PLAN | EUREKA IL | 86 | $5.9M | $261K |
| 9 | VYGON CORPORATION VYGON CORPORATION 401(K) PLAN | LANSDALE PA | 59 | $5.9M | $222K |
| 10 | HOL-DAV, INC. JOHNSON AUTOMOTIVE PROFIT SHARING PLAN | RALEIGH NC | 893 | $33.6M | $165K |
