Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth in their Schedule of Assets, totaling $17.5M 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 | HOME FEDERAL BANK OF TENNESSEE HOME FEDERAL BANK OF TENNESSEE 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 365 | $75.4M | $3.3M |
| 2 | NTH DEGREE, INC. NTH DEGREE 401(K) PLAN | DULUTH GA | 403 | $40.1M | $2.8M |
| 3 | RENAISSANCE LEARNING, INC. RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN |
WISCONSIN RAPIDS WI |
| 1,753 |
| $217.3M |
| $2.3M |
| 4 | CAROLE ROBERTSON CENTER FOR LEARNING CAROLE ROBERTSON CENTER FOR LEARNING RETIREMENT SAVINGS PLAN | CHICAGO IL | 304 | $4.4M | $2.1M |
| 5 | TIMBERLAND BANK TIMBERLAND BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN | HOQUIAM WA | 274 | $35.2M | $1.1M |
| 6 | AGRACE HEALTH AGRACE HEALTH EMPLOYEE RETIREMENT PLAN | MADISON WI | 875 | $47.7M | $1.1M |
| 7 | JAMES RIVER GROUP, INC. JAMES RIVER GROUP, INC. 401(K) PLAN | RICHMOND VA | 645 | $100.7M | $1.0M |
| 8 | MEDCOR, INC. MEDCOR, INC. PROFIT SHARING THRIFT & INVESTMENT PLAN | MCHENRY IL | 2,315 | $47.2M | $1.0M |
| 9 | KYO-YA MANAGEMENT COMPANY, LTD. KYO-YA MANAGEMENT COMPANY, LTD. 401(K) PLAN | HONOLULU HI | 619 | $63.5M | $612K |
| 10 | SCIENCE AND TECHNOLOGY CORPORATION DEFERRED SALARY PROFIT SHARING THRIFT PLAN FOR EMPLOYEES OF SCIENCE AND | HAMPTON VA | 289 | $44.6M | $534K |
