Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Life Strat Md Grw Fd Inv Mutual Fund in their Schedule of Assets, totaling $36K 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 | OVERTURE CENTER FOUNDATION OVERTURE CENTER FOUNDATION 401(K) RETIREMENT PLAN | MADISON WI | 91 | $4.2M | $36K |
