Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vangrd LifeStrat Grw Fd Inv * in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $3.1M |
| 2 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $1.7M |
| 3 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN |
NEW YORK NY |
| 375 |
| $34.7M |
| $1.1M |
| 4 | THE JOFFREY BALLET THE JOFFREY BALLET 403(B) RETIREMENT PLAN | CHICAGO IL | 95 | $6.4M | $321K |
| 5 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $225K |
| 6 | DREAM CHARTER SCHOOL DREAM CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 302 | $4.5M | $118K |
| 7 | ENCORE HCS LLC ENCORE HCS LLC 401(K) PLAN | SCHAUMBURG IL | 437 | $3.1M | $22K |
| 8 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $5K |
| 9 | KENDRICK OIL COMPANY KENDRICK OIL COMPANY 401(K) PLAN | FRIONA TX | 147 | $7.2M | $4K |
