Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vangrd LifeStrat Cns Gr Fd Inv Pooled separate account in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | STATE HOLDING COMPANY |
LITTLE ROCK AR |
| 152 |
| $12.6M |
| $45K |
| 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 | TSUNAMI TSOLUTIONS, LLC TSUNAMI TSOLUTIONS, LLC 401(K) PLAN | GLASTONBURY CT | 120 | $10.2M | $14K |
| 7 | CAPITAL REALTY GROUP INC CAPITAL REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING VALLEY NY | 405 | $4.5M | $9K |
| 8 | ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST | WEST CONCORD MN | 315 | $26.1M | $6K |
| 9 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $2K |
