Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group Vanguard Lifestrategy Growth Inv Fund in their Schedule of Assets, totaling $2.1M 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 | PREMIER THERAPY LLC PREMIER THERAPY LLC EMPLOYEES' 401(K) PLAN | BEAVER FALLS PA | 1,063 | $20.2M | $2.0M |
| 2 | NAV TECHNOLOGIES, INC. NAV TECHNOLOGIES 401(K) PLAN | DRAPER UT | 143 | $9.5M | $112K |
| 3 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN |
PHOENIX AZ |
| 730 |
| $44.2M |
| $17K |
| 4 | DEALERON, INC. DEALERON 401(K) PLAN | DERWOOD MD | 492 | $22.2M | $14K |
| 5 | FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN | GENEVA IL | 255 | $45.6M | $11K |
