Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vangrd LifeStrat Cns Gr Fd Inv * in their Schedule of Assets, totaling $10.5M 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 | WEST FLORIDA MEDICAL ASSOCIATES, P.A. WEST FLORIDA MEDICAL ASSOCIATES, P.A. CASH BALANCE PENSION PLAN | BEVERLY HILLS FL | 81 | $9.2M | $9.1M |
| 2 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $953K |
| 3 | KNOWBE4, INC. |
CLEARWATER FL |
| 1,232 |
| $57.2M |
| $169K |
| 4 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $82K |
| 5 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $67K |
| 6 | CARMEL VALLEY MANOR CARMEL VALLEY MANOR 403(B)(7) PLAN | CARMEL CA | 140 | $8.4M | $62K |
| 7 | THE JOFFREY BALLET THE JOFFREY BALLET 403(B) RETIREMENT PLAN | CHICAGO IL | 95 | $6.4M | $35K |
| 8 | MITSUKOSHI U.S.A., INC. MITSUKOSHI U. S. A. , INC. 401(K) PROFIT SHARING | ORLANDO FL | 113 | $7.6M | $29K |
| 9 | ENCORE HCS LLC ENCORE HCS LLC 401(K) PLAN | SCHAUMBURG IL | 437 | $3.1M | $16K |
| 10 | DREAM CHARTER SCHOOL DREAM CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 302 | $4.5M | $4K |
