Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Fund Inv in their Schedule of Assets, totaling $1.7M 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 | BIG RAPIDS PRODUCTS, INC. BIG RAPIDS PRODUCTS, INC. 401(K) PLAN | BIG RAPIDS MI | 374 | $6.5M | $766K |
| 2 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN | NEW YORK NY | 207 | $19.6M | $543K |
| 3 | OBHG MANAGEMENT SERVICES, LLC OBHG 401(K) PLAN |
GREENVILLE SC |
| 2,566 |
| $113.3M |
| $355K |
| 4 | JMG INSURANCE CORP. JOHN M. GLOVER AGENCY 401K RETIREMENT PLAN | NORWALK CT | 194 | $22.2M | $77K |