Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vangrd LifeStrat Cns Gr Fd Inv Pooled separate account in their Schedule of Assets, totaling $1.8M 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 | SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER 401(K) PLAN | STATEN ISLAND NY | 79 | $4.7M | $1.4M |
| 2 | HYDROBLEND, INC. DBA HB SPECIALTY FOODS HYDROBLEND, INC. DBA HB SPECIALTY FOODS 401(K) PROFIT SHARING PLAN) | NAMPA ID | 197 | $8.1M | $153K |
| 3 | THE RED VAN WORKSHOP, LLC |
LONGMONT CO |
| 76 |
| $9.4M |
| $101K |
| 4 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN | FULTON NY | 525 | $18.3M | $35K |
| 5 | MODERN MEADOW, INC. MODERN MEADOW, INC. 401(K) PLAN | NUTLEY NJ | 37 | $8.4M | $17K |
| 6 | EQT PARTNERS, INC. EQT PARTNERS, INC. 401(K) PLAN | NEW YORK NY | 216 | $23.1M | $16K |
| 7 | TSUNAMI TSOLUTIONS, LLC TSUNAMI TSOLUTIONS, LLC 401(K) PLAN | GLASTONBURY CT | 120 | $10.2M | $14K |
| 8 | CAPITAL REALTY GROUP INC CAPITAL REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING VALLEY NY | 405 | $4.5M | $9K |
| 9 | ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST | WEST CONCORD MN | 315 | $26.1M | $6K |
| 10 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $2K |
