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 Pooled separate accounts in their Schedule of Assets, totaling $1.2M 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 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $779K |
| 2 | WITTWER, INC. WITTWER, INC. PROFIT SHARING / 401(K) PLAN AND TRUST | ST GEORGE UT | 470 | $13.3M | $218K |
| 3 | SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE INC SCHI 401(K) PLAN |
LAKEWOOD NJ |
| 514 |
| $4.7M |
| $162K |
| 4 | RECYCLING MANAGEMENT RESOURCES, LLC RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN | PARSIPPANY NJ | 276 | $13.9M | $22K |
| 5 | GEORGE L. MEE MEMORIAL HOSPITAL MEE MEMORIAL HOSPITAL 403(B) PLAN | KING CITY CA | 373 | $7.7M | $20K |
| 6 | GARDNER GLASS PRODUCTS, INC. GARDNER GLASS PRODUCTS, INC. RETIREMENT SAVINGS | N.WILKESBORO NC | 183 | $5.0M | $7K |