Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard LifeStrat Cnsrv Grw Fd Inv in their Schedule of Assets, totaling $1.2M 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 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $577K |
| 2 | JIMCOR AGENCY, INC JIMCOR RETIREMENT SAVINGS PLAN | MONTVALE NJ | 165 | $33.3M | $569K |
| 3 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN |
WICHITA KS |
| 333 |
| $37.0M |
| $24K |
| 4 | GRANT MEDICAL TRANSPORTATION, INC. AMBITRANS MEDICAL TRANSPORT 401(K) PLAN | CHARLOTTE HARBOR FL | 121 | $2.5M | $7K |
