Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard LifeStrat Growth Inv Mutual fund in their Schedule of Assets, totaling $3.0M 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 | DAVID MASON & ASSOCIATES, INC. DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 114 | $12.6M | $1.6M |
| 2 | CHANEY MATERIALS, LLC CHANEY ENTERPRISES COMPANIES 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 630 | $70.1M | $1.4M |
| 3 | MHX, LLC MHX, LLC 401(K) PLAN |
CARSON CA |
| 212 |
| $4.3M |
| $18K |
| 4 | DETWILERS OPERATIONS INC. DETWILERS RETIREMENT SAVINGS PLAN | SARASOTA FL | 638 | $7.9M | $11K |
