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 in their Schedule of Assets, totaling $6.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $1.8M |
| 2 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. AGC RETIREMENT SAVINGS PLAN | ATLANTA GA | 5,784 | $227.0M | $1.6M |
| 3 | CANTEX CONTINUING CARE NETWORK, LLC |
CARROLLTON TX |
| 3,883 |
| $24.0M |
| $1.1M |
| 4 | HIGHGATE HOTELS, L.P. DBA 'ALOHILANI RESORT WAIKIKI BEACH 'ALOHILANI RESORT WAIKIKI BEACH EMPLOYEES' INVESTMENT PLAN | HONOLULU HI | 384 | $18.4M | $891K |
| 5 | MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MERCED CA | 100 | $14.3M | $342K |
| 6 | KINGSWAY ARMS NURSING CENTER, INC. KINGSWAY COMMUNITY / MOHAWK AMBULANCE 401(K) PLAN | SCHENECTADY NY | 725 | $21.8M | $220K |
| 7 | SPEEDY METALS, LLC SPEEDY METALS, LLC PROFIT SHARING 401(K) PLAN AND TRUST | NEW BERLIN WI | 133 | $5.8M | $199K |
| 8 | CONCORD MUSIC GROUP, INC CONCORD 401(K) PLAN | LOS ANGELES CA | 494 | $56.0M | $181K |
| 9 | SANGOMA US INC. SANGOMA US INC. 401K PLAN | SARASOTA FL | 399 | $40.0M | $178K |
| 10 | H.A. MOTORS LLP H.A. MOTORS LLP RETIREMENT PLAN AND TRUST | JACKSONVILLE FL | 461 | $14.6M | $126K |
