Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard LifeStrat Mod Grwth Fd Inv Pooled separate account in their Schedule of Assets, totaling $7.3M 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 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $2.6M |
| 2 | AVIONTE, LLC AVIONTE, LLC 401(K) PLAN | BLOOMINGTON MN | 298 | $17.6M | $1.7M |
| 3 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN |
WESTBOROUGH MA |
| 127 |
| $13.3M |
| $1.2M |
| 4 | SYFAN LOGISTICS, INC. SYFAN LOGISTICS 401(K) PLAN | GAINESVILLE GA | 377 | $14.4M | $734K |
| 5 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $468K |
| 6 | PARAGON INDUSTRIES, INC. DBA BEDROSIANS BEDROSIANS 401(K) PLAN | FRESNO CA | 628 | $6.3M | $380K |
| 7 | RRC POWER & ENERGY, LLC RRC POWER & ENERGY, LLC 401(K) PLAN | ROUND ROCK TX | 278 | $19.3M | $114K |
| 8 | ANTELOPE VALLEY NISSAN, INC. ANTELOPE VALLEY NISSAN, INC. PROFIT SHARING 401(K) PLAN | PALMDALE CA | 79 | $2.6M | $93K |
| 9 | LEGACY TRANSPORTATION SERVICES, INC. LEGACY TRANSPORTATION 401(K) PLAN | SAN JOSE CA | 185 | $10.3M | $28K |
| 10 | UNILODE AVIATION SOLUTIONS UNILODE AVIATION SOLUTIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 228 | $8.4M | $25K |
