Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Vanguard Strategic Equity Fund # in their Schedule of Assets, totaling $25.8M 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 | 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 | J.S. HELD LLC J.S. HELD LLC 401(K) PROFIT SHARING PLAN | JERICHO NY | 1,468 | $174.8M | $1.9M |
| 5 | CERTINIA INC. CERTINIA 401(K) PLAN | AUSTIN TX | 323 | $60.0M | $1.6M |
| 6 | MAJOR LEAGUE BASEBALL PLAYERS ASSOCIATION MAJOR LEAGUE BASEBALL PLAYERS ASSOCIATION INVESTMENT SAVINGS PLAN | NEW YORK NY | 124 | $42.2M | $1.1M |
| 7 | LEBANON SEABOARD CORPORATION LEBANON SEABOARD 401(K) PLAN & TRUST | LEBANON PA | 234 | $26.9M | $865K |
| 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 | RIVERENCE FARMS LLC WIC GROUP 401(K) PLAN | BUHL ID | 394 | $25.9M | $218K |
