Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard LifeStrat Cnsrv Grw Fd Inv Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN | FULLERTON CA | 492 | $21.8M | $635K |
| 2 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $406K |
| 3 | R.C. MOORE, INC. R. C. MOORE, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SCARBOROUGH ME |
| 295 |
| $5.0M |
| $16K |
