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 Investor Shares Mutual fund in their Schedule of Assets, totaling $579K 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 | GREATER CLEVELAND FOOD BANK GREATER CLEVELAND FOOD BANK 403(B) PLAN | CLEVELAND OH | 188 | $7.4M | $307K |
| 2 | THE NEW YORK PREPARATORY THE NEW YORK PREPARATORY 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 286 | $22.2M | $186K |
| 3 | INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN |
TEMPE AZ |
| 131 |
| $12.5M |
| $62K |
| 4 | HAYES MEDICAL STAFFING, LLC HAYES MEDICAL STAFFING LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE FL | 268 | $11.2M | $24K |
