Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Life Strategy Conservative Growth Mutual fund in their Schedule of Assets, totaling $882K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY WELLNESS PARTNERS, INC. COMMUNITY WELLNESS PARTNERS, INC. 403(B) PLAN | CLINTON NY | 605 | $11.2M | $544K |
| 2 | FOUNDATION SOFTWARE, LLC FOUNDATION SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN | STRONGSVILLE OH | 505 | $42.9M | $240K |
| 3 | ASPEQ HEATING GROUP LLC |
ST LOUIS MO |
| 436 |
| $21.4M |
| $68K |
| 4 | KNIGHT ENTERPRISES MANAGEMENT, LLC KNIGHT ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | TITUSVILLE FL | 278 | $6.3M | $29K |
| 5 | WEST VALLEY ENGINEERING, INC. WEST VALLEY STAFFING GROUP 401(K) PLAN | SUNNYVALE CA | 27,974 | $7.0M | $2K |