Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Life Strategy Mod Growth in their Schedule of Assets, totaling $14.9M 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 | GARLAND INDUSTRIES, INC. GARLAND INDUSTRIES, INC. SAVINGS AND SECURITY PLAN | INDEPENDENCE OH | 1,801 | $51.6M | $13.6M |
| 2 | HEALTHFIRST BLUEGRASS INC HEALTHFIRST BLUEGRASS INC. 401(K) PROFIT SHARING PLAN AND TRUST | LEXINGTON KY | 273 | $12.9M | $1.1M |
| 3 | GENEVA TRADING USA, LLC |
CHICAGO IL |
| 138 |
| $27.0M |
| $95K |
| 4 | G.G. SCHMITT & SONS, INC. G. G. SCHMITT & SONS, INC. 401(K) PLAN | SARASOTA FL | 0 | $0 | $53K |
