Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding VANGUARD LF STR MOD GRTH Registered Investment Company in their Schedule of Assets, totaling $18.0M 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 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $6.9M |
| 2 | FOUNDATION SOFTWARE, LLC FOUNDATION SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN | STRONGSVILLE OH | 505 | $42.9M | $3.1M |
| 3 | PROSKAUER ROSE LLP |
NEW YORK NY |
| 540 |
| $176.8M |
| $2.8M |
| 4 | WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE WA | 83 | $51.5M | $1.5M |
| 5 | GRADIENT FINANCIAL GROUP LLC GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 312 | $20.5M | $987K |
| 6 | CLEMENTINA-CLEMCO HOLDINGS, INC. CLEMENTINA-CLEMCO GROUP 401(K) PLAN | WASHINGTON MO | 135 | $16.4M | $935K |
| 7 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $600K |
| 8 | ASSOCIATED PHYSICIANS, LLP ASSOCIATED PHYSICIANS, LLP 401(K) PLAN | MADISON WI | 151 | $20.2M | $484K |
| 9 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $340K |
| 10 | KARPINSKI ENGINEERING, INC. KARPINSKI ENGINEERING, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 126 | $24.8M | $301K |
