Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Lifestrategy Moderate Growth Fund in their Schedule of Assets, totaling $3.0M 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 | OREGON UROLOGY INSTITUTE, P.C. OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 117 | $53.5M | $2.5M |
| 2 | MIDCON CABLES CO., INC. MIDCON CABLES 401(K) PLAN AND TRUST | JOPLIN MO | 208 | $7.8M | $431K |
| 3 | POSITIVE BEHAVIOR SUPPORTS CORPORATION |
STUART FL |
| 3,357 |
| $26.3M |
| $44K |
| 4 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $19K |
