Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard LifeStrat Md Grw Fd Inv in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PIONEER CONTRACT SERVICES, INC. PIONEER CONTRACT SERVICES, INC. PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 90 | $8.8M | $1.2M |
| 2 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN | WICHITA KS | 333 | $37.0M | $591K |
| 3 | TRUE FITNESS TECHNOLOGY, INC. |
OFALLON MO |
| 116 |
| $7.9M |
| $580K |
| 4 | FLEXION, INC. FLEXION, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 250 | $16.4M | $258K |
| 5 | WALTERS RECYCLING AND REFUSE, INC. WALTERS 401(K) PLAN | BLAINE MN | 154 | $8.7M | $239K |
| 6 | WELLNEST EMOTIONAL HEALTH & WELLNESS WELLNEST 401(K) PLAN | LOS ANGELES CA | 279 | $18.0M | $211K |
| 7 | ORORA VISUAL, LLC ORORA VISUAL RETIREMENT SAVINGS PLAN | MESQUITE TX | 508 | $32.1M | $200K |
| 8 | RAW SEA FOODS, INC. DBA RAW SEAFOODS, INC. RAW SEAFOODS RETIREMENT PLAN | FALL RIVER MA | 420 | $12.3M | $186K |
| 9 | THE MEET GROUP, INC. THE MEET GROUP, INC. 401K RETIREMENT PLAN | NEW HOPE PA | 128 | $26.8M | $104K |
| 10 | CLASSLINK, INC. CLASSLINK, INC. RETIREMENT SAVINGS PLAN | CLIFTON NJ | 207 | $13.4M | $10K |
