Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard LifeStrat Mod Grwth Fd Inv Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | R.C. MOORE, INC. R. C. MOORE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCARBOROUGH ME | 295 | $5.0M | $1.4M |
| 2 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $771K |
| 3 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN |
FULLERTON CA |
| 492 |
| $21.8M |
| $451K |