Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard LifeStrat Growth Fd Inv Pooled separate account in their Schedule of Assets, totaling $12.9M 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 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $8.6M |
| 2 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN | WESTBOROUGH MA | 127 | $13.3M | $1.5M |
| 3 | SYFAN LOGISTICS, INC. |
GAINESVILLE GA |
| 377 |
| $14.4M |
| $1.5M |
| 4 | AVIONTE, LLC AVIONTE, LLC 401(K) PLAN | BLOOMINGTON MN | 298 | $17.6M | $637K |
| 5 | PARAGON INDUSTRIES, INC. DBA BEDROSIANS BEDROSIANS 401(K) PLAN | FRESNO CA | 628 | $6.3M | $278K |
| 6 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $184K |
| 7 | UNILODE AVIATION SOLUTIONS UNILODE AVIATION SOLUTIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 228 | $8.4M | $48K |
| 8 | LITERATI INC. LITERATI INC. 401K PLAN | AUSTIN TX | 139 | $1.0M | $46K |
| 9 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $39K |
| 10 | ANTELOPE VALLEY NISSAN, INC. ANTELOPE VALLEY NISSAN, INC. PROFIT SHARING 401(K) PLAN | PALMDALE CA | 79 | $2.6M | $23K |
