Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Strategic Equity Inv in their Schedule of Assets, totaling $14.8M 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 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $13.4M |
| 2 | MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 148 | $45.8M | $317K |
| 3 | MSC SERVICES, LLC |
COLORADO SPRINGS CO |
| 443 |
| $22.5M |
| $314K |
| 4 | THOMAS G. GALLAGHER, INC. THOMAS G. GALLAGHER, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 114 | $19.4M | $234K |
| 5 | PENNSYLVANIA COUNSELING SERVICES, INC. PENNSYLVANIA COUNSELING SERVICES, INC. PROFIT SHARING 401(K) PLAN | LEBANON PA | 377 | $15.1M | $219K |
| 6 | SUPERALLOY MANUFACTURING SOLUTIONS CORP. SUPERALLOY MFG SOLUTIONS CORP. 401(K) RET PLAN | CINCINNATI OH | 153 | $14.6M | $105K |
| 7 | EVANS SCHOLARS FOUNDATION EVANS SCHOLARS FOUNDATION TAX DEFERRED ANNUITY RETIREMENT PLAN | GLENVIEW IL | 101 | $24.1M | $74K |
| 8 | ADVANCE COMMUNITY HEALTH, INC. ADVANCE COMMUNITY HEALTH, INC. 401(K) PLAN | RALEIGH NC | 145 | $4.1M | $41K |
| 9 | WELL CARE HEALTH, LLC WELL CARE HOME HEALTH CARE RETIREMENT SAVINGS PLAN | WILMINGTON NC | 523 | $15.7M | $26K |
| 10 | SOUTH PENINSULA HOSPITAL, INC. SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES | HOMER AK | 154 | $17.4M | $24K |
