Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding VANGUARD LIFE STRAT CONS GRTH Registered Investment Company in their Schedule of Assets, totaling $17.2M 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 | TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN TN | 1,251 | $126.2M | $8.3M |
| 2 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $6.1M |
| 3 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES |
NEW YORK NY |
| 540 |
| $176.8M |
| $1.1M |
| 4 | WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE WA | 83 | $51.5M | $407K |
| 5 | GRADIENT FINANCIAL GROUP LLC GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 312 | $20.5M | $402K |
| 6 | ASSOCIATED PHYSICIANS, LLP ASSOCIATED PHYSICIANS, LLP 401(K) PLAN | MADISON WI | 151 | $20.2M | $249K |
| 7 | FOUNDATION SOFTWARE, LLC FOUNDATION SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN | STRONGSVILLE OH | 505 | $42.9M | $240K |
| 8 | KARPINSKI ENGINEERING, INC. KARPINSKI ENGINEERING, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 126 | $24.8M | $226K |
| 9 | CLEMENTINA-CLEMCO HOLDINGS, INC. CLEMENTINA-CLEMCO GROUP 401(K) PLAN | WASHINGTON MO | 135 | $16.4M | $189K |
| 10 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $41K |
