Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vangrd LifeStrat Grw Fd Inv Mutual fund in their Schedule of Assets, totaling $4.3M 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 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $3.3M |
| 2 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE TN | 925 | $30.1M | $655K |
| 3 | ADVANTAGECARE REHABILITATION, INC. |
PITTSBURGH PA |
| 688 |
| $10.4M |
| $139K |
| 4 | HARLEM RBI 403(B) RETIREMENT PLAN FOR HARLEM RBI | NEW YORK NY | 112 | $6.1M | $119K |
| 5 | USS MIDWAY MUSEUM USS MIDWAY MUSEUM 403(B) PLAN | SAN DIEGO CA | 189 | $9.7M | $99K |
| 6 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $59K |
