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 * in their Schedule of Assets, totaling $2.4M 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 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $1.2M |
| 2 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $548K |
| 3 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST |
WILLIAMSTON MI |
| 238 |
| $13.4M |
| $219K |
| 4 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $173K |
| 5 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $100K |
| 6 | PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN | BEACHWOOD OH | 253 | $30.1M | $77K |
| 7 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $49K |
| 8 | ENCORE HCS LLC ENCORE HCS LLC 401(K) PLAN | SCHAUMBURG IL | 437 | $3.1M | $12K |
| 9 | BEAM MACK SALES & SERVICE, INC. BEAM MACK SALES & SERVICE, INC. 401K PLAN | ROCHESTER NY | 180 | $11.0M | $7K |
| 10 | KENDRICK OIL COMPANY KENDRICK OIL COMPANY 401(K) PLAN | FRIONA TX | 147 | $7.2M | $4K |
