Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Moderate Growth Vanguard mutual funds according to a fixed formula that Investment reflects an allocation of approximately 60% of the funds assets to common stocks and 40% to bonds. a in their Schedule of Assets, totaling $107K 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 | UNITY ELECTRIC COMPANY, INC. UNITY INTERNATIONAL GROUP 401(K) PLAN | NEW YORK NY | 117 | $10.8M | $107K |