Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group LifeStrategy Conservative Growth Fund in their Schedule of Assets, totaling $525K 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 | MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. 401(K) PROFIT-SHARING PLAN & TRUST | ALBUQUERQUE NM | 98 | $81.0M | $382K |
| 2 | GEOLOGICS CORPORATION GEOLOGICS CORPORATION 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 158 | $22.9M | $143K |
