Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Minnesota Life Insurance company Vanguard LifeStrategy Mod Gro in their Schedule of Assets, totaling $3.2M 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 | RING CONTAINER TECHNOLOGIES, LLC RING RETIREMENT PLAN | OAKLAND TN | 782 | $81.2M | $1.8M |
| 2 | MORRIS P. HEBERT, INC. MORRIS P. HEBERT, INC. 401(K) RETIREMENT PLAN PLAN AND TRUST | HOUMA LA | 115 | $18.4M | $1.3M |
| 3 | CKMC ENTERPRISES, LTD. CKMC 401K PLAN |
NORTH RICHLAND HILLS TX |
| 215 |
| $3.7M |
| $29K |
| 4 | QUAIL RIDGE POA, INC. QUAIL RIDGE 401(K) PLAN | BOYNTON BEACH FL | 204 | $10.0M | $10K |
