Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VANG LIFEST MOD GRTH Registered Investment Companies in their Schedule of Assets, totaling $1.6M 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 | EMBREY DEVELOPMENT COMPANY THE ONE EMBREY 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 596 | $21.2M | $1.2M |
| 2 | DUCKHORN WINE COMPANY DUCKHORN WINE COMPANY 401(K) PLAN | SAINT HELENA CA | 614 | $82.5M | $340K |
