Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Lifestrategy Cnsrv Gr Inv Mutual fund in their Schedule of Assets, totaling $43.1M 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 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $35.7M |
| 2 | WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 129 | $23.6M | $3.5M |
| 3 | BRINKMAN INTERNATIONAL GROUP, INC. |
ROCHESTER NY |
| 190 |
| $42.4M |
| $2.4M |
| 4 | DENTISTRY VCU DENTISTRY@VCU 401(K) RETIREMENT PLAN | RICHMOND VA | 186 | $14.8M | $425K |
| 5 | VERIFIED CREDENTIALS, LLC VERIFIED CREDENTIALS, LLC 401(K) SAFE HARBOR PLAN | LAKEVILLE MN | 227 | $20.0M | $337K |
| 6 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN | EUGENE OR | 648 | $47.9M | $234K |
| 7 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $169K |
| 8 | BRILEX INDUSTRIES, INC. THE BRILEX GROUP 401(K)PLAN | YOUNGSTOWN OH | 243 | $27.8M | $68K |
| 9 | NATIONAL ELECTRICAL CONTRACTORS ASSN. NATIONAL ELECTRICAL CONTRACTORS ASSN. 401(K) PLAN | WASHINGTON DC | 95 | $23.0M | $53K |
| 10 | THE KINTETSU RETIREMENT PLAN BOARD KINTETSU RETIREMENT PLAN | TORRANCE CA | 144 | $16.7M | $39K |
