Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vangrd LifeStrat Inc Fd Inv * in their Schedule of Assets, totaling $118K 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 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $51K |
| 2 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $19K |
| 3 | PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN |
BEACHWOOD OH |
| 253 |
| $30.1M |
| $18K |
| 4 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $13K |
| 5 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $5K |
| 6 | KENDRICK OIL COMPANY KENDRICK OIL COMPANY 401(K) PLAN | FRIONA TX | 147 | $7.2M | $4K |
| 7 | ENCORE HCS LLC ENCORE HCS LLC 401(K) PLAN | SCHAUMBURG IL | 437 | $3.1M | $3K |
| 8 | TAG URGENT CARE SUPPORT SERVICES LLC TAG URGENT CARE SUPPORT SERVICES LLC 401(K) PLAN | EAST SYRACUSE NY | 102 | $2.8M | $3K |
| 9 | URGENT CARE SUPPORT SERVICES LLC HOMETOWN URGENT CARE 401(K) PLAN | SYRACUSE NY | 102 | $2.7M | $3K |
| 10 | DREAM CHARTER SCHOOL DREAM CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 302 | $4.5M | $293 |
