Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Vanguard Strategic Equity Fund # in their Schedule of Assets, totaling $25.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 51,410 | $838.9M | $10.4M |
| 2 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 21,135 | $651.5M | $4.8M |
| 3 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST |
SOUTH HOLLAND IL |
| 187 |
| $47.5M |
| $3.3M |
| 4 | CERTINIA INC. CERTINIA 401(K) PLAN | AUSTIN TX | 323 | $60.0M | $1.6M |
| 5 | MAJOR LEAGUE BASEBALL PLAYERS ASSOCIATION MAJOR LEAGUE BASEBALL PLAYERS ASSOCIATION INVESTMENT SAVINGS PLAN | NEW YORK NY | 124 | $42.2M | $1.1M |
| 6 | LEBANON SEABOARD CORPORATION LEBANON SEABOARD 401(K) PLAN & TRUST | LEBANON PA | 234 | $26.9M | $865K |
| 7 | LAWNDALE CHRISTIAN HEALTH CENTER LAWNDALE CHRISTIAN HEALTH CENTER 403(B) PLAN | CHICAGO IL | 719 | $36.0M | $598K |
| 8 | FILBERT MANAGEMENT FILBERT MANAGEMENT 401(K) PLAN | SAN FRANCISCO CA | 16 | $21.9M | $529K |
| 9 | HINKLE LAW FIRM LLC HINKLE LAW FIRM LLC 401(K) EMPLOYEE BENEFIT PLAN | WICHITA KS | 122 | $40.8M | $505K |
| 10 | INGLIS HOUSE INGLIS HOUSE RETIREMENT PLAN | PHILADELPHIA PA | 18 | $17.7M | $256K |
