Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Vangrd LifeStrat Cns Gr Fd Inv Registered Investment Company in their Schedule of Assets, totaling $9.9M 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 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $2.5M |
| 2 | GOSIGER HOLDINGS, INC. GOSIGER 401K SAVINGS PLAN AND TRUST | DAYTON OH | 598 | $101.6M | $1.9M |
| 3 | SPARC GROUP LLC THE SPARC GROUP LLC 401(K) INVESTMENT AND SAVINGS PLAN |
LYNDHURST NJ |
| 11,662 |
| $341.8M |
| $690K |
| 4 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN | FULLERTON CA | 492 | $21.8M | $635K |
| 5 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $577K |
| 6 | BACKYARD SERVICES, LLC BACKYARD SERVICES, LLC 401K PLAN | MONROE MI | 491 | $12.8M | $311K |
| 7 | TEST RITE PRODUCTS CORP. TEST RITE PRODUCTS CORP 401(K) PLAN | ONTARIO CA | 152 | $11.4M | $290K |
| 8 | CAPITAL WOMENS CARE, LLC CAPITAL WOMENS CARE, LLC EMPLOYEES 401(K) PLAN | FULTON MD | 821 | $147.0M | $246K |
| 9 | AMES GOLDSMITH CORP. AMES GOLDSMITH CORP. 401(K) PROFIT SHARING PLAN | GLENS FALLS NY | 471 | $36.8M | $244K |
| 10 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $227K |
