Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard LifeStrat Cnsrv Grw Fd Inv Pooled separate account in their Schedule of Assets, totaling $568K 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 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $324K |
| 2 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $88K |
| 3 | SYFAN LOGISTICS, INC. SYFAN LOGISTICS 401(K) PLAN |
GAINESVILLE GA |
| 377 |
| $14.4M |
| $66K |
| 4 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $49K |
| 5 | ANTELOPE VALLEY NISSAN, INC. ANTELOPE VALLEY NISSAN, INC. PROFIT SHARING 401(K) PLAN | PALMDALE CA | 79 | $2.6M | $18K |
| 6 | W3 LUXURY LIVING W3 LUXURY LIVING 401(K) PLAN | GRAND PRAIRIE TX | 169 | $6.2M | $18K |
| 7 | PARAGON INDUSTRIES, INC. DBA BEDROSIANS BEDROSIANS 401(K) PLAN | FRESNO CA | 628 | $6.3M | $4K |
| 8 | UNILODE AVIATION SOLUTIONS UNILODE AVIATION SOLUTIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 228 | $8.4M | $1K |
