Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MN Life Insurance Co. Vanguard Lifestrategy Mod Gro Pooled Separate Account in their Schedule of Assets, totaling $5.8M 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 | ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL ADDITION FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | LAKE MARY FL | 432 | $50.2M | $5.7M |
| 2 | TRAVELPRO PRODUCTS, INC. TRAVELPRO 401(K) PLAN | BOCA RATON FL | 151 | $9.8M | $84K |
