Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Life Strategy Consv Grth Registered Investment Company in their Schedule of Assets, totaling $284K 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 | INWEST TITLE SERVICES, INC. INWEST TITLE SERVICES PROFIT SHARING PLAN | OGDEN UT | 75 | $7.4M | $161K |
| 2 | ARISE VIRTUAL SOLUTIONS INC. ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN | MIRAMAR FL | 190 | $20.3M | $59K |
| 3 | DIGITAL MONITORING PRODUCTS, INC. DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN |
SPRINGFIELD MO |
| 364 |
| $18.5M |
| $56K |
| 4 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN | WESTWOOD NJ | 215 | $38.0M | $8K |
