Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Minnesota Life Insurance company Vanguard LifeStrategy Growth in their Schedule of Assets, totaling $28.3M 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 | TECHSMITH CORPORATION TECHSMITH CORPORATION RETIREMENT PLAN | EAST LANSING MI | 285 | $67.9M | $8.0M |
| 2 | MERIDAN GROUP INTERNATIONAL, INC. MERIDIAN GROUP 401(K) PLAN | DEERFIELD IL | 258 | $76.8M | $6.1M |
| 3 | AIDS HEALTHCARE FOUNDATION AHF SAVINGS AND INVESTMENT PLAN |
LOS ANGELES CA |
| 2,847 |
| $158.6M |
| $4.8M |
| 4 | RING CONTAINER TECHNOLOGIES, LLC RING RETIREMENT PLAN | OAKLAND TN | 782 | $81.2M | $3.2M |
| 5 | BIG C LUMBER CO., INC. BIG C LUMBER CO., INC. PROFIT SHARING PLAN | GRANGER IN | 319 | $44.8M | $2.5M |
| 6 | UPPER LAKES FOODS, INC. UPPER LAKES FOODS, INC. RETIREMENT SAVINGS PLAN | CLOQUET MN | 423 | $29.9M | $1.1M |
| 7 | BMC AGGREGATES BMC AGGREGATES L.C. PLAN | ELK RUN HEIGHTS IA | 148 | $11.0M | $1.0M |
| 8 | VIBRANT CREDIT UNION VIBRANT CREDIT UNION DISCRETIONARY CONTRIBUTION PLAN | MOLINE IL | 181 | $17.1M | $1.0M |
| 9 | MORRIS P. HEBERT, INC. MORRIS P. HEBERT, INC. 401(K) RETIREMENT PLAN PLAN AND TRUST | HOUMA LA | 115 | $18.4M | $332K |
| 10 | PARTNERSHIPS IN COMMUNITY LIVING PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN | MONMOUTH OR | 457 | $10.2M | $130K |
