Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard LifeStrategies Moderate Growth Pooled separate account in their Schedule of Assets, totaling $371K 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 | LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. NYBG RETIREMENT PLAN | ROSLYN HEIGHTS NY | 430 | $16.0M | $306K |
| 2 | SAVIBANK SAVIBANK 401(K) RETIREMENT PLAN & TRUST | MOUNT VERNON WA | 149 | $7.2M | $66K |
