Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group LifeStrategy Moderate Growth Investor Shares in their Schedule of Assets, totaling $785K 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 | EGER LUTHERAN HOMES AND SERVICES, INC. EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. | STATEN ISLAND NY | 178 | $9.9M | $636K |
| 2 | EGER LUTHERAN HOMES AND SERVICES, INC. 403(B) TAX-DEFERRED ANNUITY PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. | STATEN ISLAND NY | 440 | $7.2M | $149K |
