Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Tax-Managed Small Cap Fund Admiral Shares in their Schedule of Assets, totaling $722K 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 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $410K |
| 2 | THEA ENTERPRISES LLC THEA ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | CLIFTON NJ | 134 | $13.3M | $312K |
