Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Minnesota Life Insurance Company Vanguard LifeStrategy Moderate Growth in their Schedule of Assets, totaling $9.3M 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 | AIDS HEALTHCARE FOUNDATION AHF SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 2,847 | $158.6M | $5.0M |
| 2 | BIG C LUMBER CO., INC. BIG C LUMBER CO., INC. PROFIT SHARING PLAN | GRANGER IN | 319 | $44.8M | $2.5M |
| 3 | MERIDAN GROUP INTERNATIONAL, INC. MERIDIAN GROUP 401(K) PLAN |
DEERFIELD IL |
| 258 |
| $76.8M |
| $1.2M |
| 4 | VIBRANT CREDIT UNION VIBRANT CREDIT UNION DISCRETIONARY CONTRIBUTION PLAN | MOLINE IL | 181 | $17.1M | $448K |
| 5 | SUDLER AND COMPANY, INC. SBG EMPLOYEE 401(K) PLAN AND TRUST | CHICAGO IL | 174 | $11.9M | $124K |
| 6 | L.W. MANAGEMENT, INC. LW MANAGEMENT, INC. 401(K) PLAN | NORTH MANKATO MN | 600 | $7.4M | $46K |