Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group LifeStrategy Growth Fund in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $4.7M |
| 2 | KITSAP MENTAL HEALTH SERVICES KITSAP MENTAL HEALTH SERVICES 403(B) RETIREMENT PLAN | BREMERTON WA | 602 | $21.5M | $399K |
| 3 | GEOLOGICS CORPORATION |
ALEXANDRIA VA |
| 158 |
| $22.9M |
| $368K |
