Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard LifeStrat Growth Fund Inv Pooled separate account - in their Schedule of Assets, totaling $3.3M 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 | 24 SEVEN, LLC 24 SEVEN, LLC 401(K) PLAN | MELVILLE NY | 3,310 | $59.0M | $2.7M |
| 2 | BIOURJA HOLDINGS, LLC BIOURJA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 131 | $12.5M | $441K |
| 3 | SAMBA TV, INC. SAMBA TV, INC. 401(K) PLAN AND TRUST |
SAN FRANCISCO CA |
| 102 |
| $13.3M |
| $148K |
| 4 | WELKER, INC. WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST | SUGAR LAND TX | 103 | $14.5M | $5K |
| 5 | MARINE SOLUTIONS, INC. MARINE SOLUTIONS, INC. RETIREMENT PLAN | NICHOLASVILLE KY | 141 | $12.6M | $4K |
