Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard LifeStrategy Cnsrv Gr Inv Registered investment company in their Schedule of Assets, totaling $817K 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 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN | BREA CA | 254 | $33.3M | $560K |
| 2 | SANDIA AREA FEDERAL CREDIT UNION SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 182 | $6.5M | $257K |
