Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vangrd LifeStrat Md Grw Fd Inv Pooled separate account in their Schedule of Assets, totaling $2.0M 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 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN | FULTON NY | 525 | $18.3M | $705K |
| 2 | EQT PARTNERS, INC. EQT PARTNERS, INC. 401(K) PLAN | NEW YORK NY | 216 | $23.1M | $553K |
| 3 | TSUNAMI TSOLUTIONS, LLC TSUNAMI TSOLUTIONS, LLC 401(K) PLAN |
GLASTONBURY CT |
| 120 |
| $10.2M |
| $340K |
| 4 | SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER 401(K) PLAN | STATEN ISLAND NY | 79 | $4.7M | $105K |
| 5 | MODERN MEADOW, INC. MODERN MEADOW, INC. 401(K) PLAN | NUTLEY NJ | 37 | $8.4M | $92K |
| 6 | GENSERVE LLC GENSERVE LLC 401(K) PROFIT SHARING PLAN | PLAINVIEW NY | 265 | $21.4M | $74K |
| 7 | THE RED VAN WORKSHOP, LLC THE RED VAN WORKSHOP, LLC 401(K) PLAN | LONGMONT CO | 76 | $9.4M | $53K |
| 8 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $39K |
| 9 | GREYSTON BAKERY, INC. GREYSTON BAKERY, INC. RETIREMENT SAVINGS PLAN | YONKERS NY | 83 | $1.2M | $22K |
| 10 | HYDROBLEND, INC. DBA HB SPECIALTY FOODS HYDROBLEND, INC. DBA HB SPECIALTY FOODS 401(K) PROFIT SHARING PLAN) | NAMPA ID | 197 | $8.1M | $13K |
