Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company in their Schedule of Assets, totaling $32.2M 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 | GOSIGER HOLDINGS, INC. GOSIGER 401K SAVINGS PLAN AND TRUST | DAYTON OH | 598 | $101.6M | $14.3M |
| 2 | MINCO TOOL & MOLD, INC. MINCO TOOL & MOLD, INC. 401(K) PROFIT SHARING PLAN | DAYTON OH | 280 | $16.1M | $2.4M |
| 3 | R.C. MOORE, INC. R. C. MOORE, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SCARBOROUGH ME |
| 295 |
| $5.0M |
| $1.4M |
| 4 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $1.0M |
| 5 | PROFESSIONAL PLATING, INC. PROFESSIONAL PLATING, INC. 401(K) PROFIT SHARING PLAN | BRILLION WI | 150 | $8.6M | $1.0M |
| 6 | PROFESSIONAL PLATING, INC. PROFESSIONAL PLATING, INC. 401(K) PROFIT SHARING PLAN | BRILLION WI | 149 | $11.4M | $943K |
| 7 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $881K |
| 8 | CYMSTAR, LLC CYMSTAR RETIREMENT PLAN | BROKEN ARROW OK | 168 | $29.4M | $681K |
| 9 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $680K |
| 10 | BETTER BUSINESS BUREAU OF AUSTIN, BETTER BUSINESS BUREAU, INC. 401(K) PLAN | AUSTIN TX | 88 | $6.9M | $650K |
