Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Life Strategy Conservative Growth Fund in their Schedule of Assets, totaling $2.9M 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 PROFIT SHARING PLAN | NEW YORK NY | 650 | $99.8M | $1.1M |
| 2 | PENNSYLVANIA MEDICAL SOCIETY PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN | MECHANICSBURG PA | 86 | $17.8M | $1.0M |
| 3 | WISCONSIN MASONIC HOME INC AND AFFILIATED EMPLOYERS |
DOUSMAN WI |
| 327 |
| $9.3M |
| $460K |
| 4 | SOUTHERN STATES PACKAGING, INC. SOUTHERN STATES PACKAGING 401(K) PLAN | SPARTANBURG SC | 161 | $12.0M | $82K |
| 5 | NRI USA, LLC NRI USA, LLC 401(K) PLAN | LOS ANGELES CA | 654 | $1.8M | $76K |
| 6 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,491 | $37.9M | $50K |
| 7 | VALEW WELDING AND FABRICATION HAYES HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | ADELANTO CA | 169 | $1.5M | $43K |
| 8 | OPPORTUNITIES INC OF JEFFERSON CO UNTY 403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY | FORT ATKINSON WI | 308 | $10.6M | $25K |
| 9 | TECHNIQUE, INC. TECHNIQUE, INC. RETIREMENT SAVINGS PLAN | JACKSON MI | 285 | $7.0M | $14K |
| 10 | LINCOLN COUNTY BANCORP, INC. LINCOLN COUNTY BANCORP, INC. PROFIT SHARING PLAN | TROY MO | 203 | $27.0M | $9K |
