Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group Vanguard LifeStrategy Moderate Growth Inv Fund - in their Schedule of Assets, totaling $2.7M 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 | $2.5M |
| 2 | FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN | GENEVA IL | 255 | $45.6M | $198K |
