Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard LifeStrategy Conservative Growth Fund Investor Shares " in their Schedule of Assets, totaling $20.4M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST | VANDALIA OH | 8,041 | $533.3M | $13.6M |
| 2 | STRAINE DENTAL MANAGEMENT LLC STRAINE DENTAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 710 | $16.1M | $5.7M |
| 3 | BCRA, INC. |
TACOMA WA |
| 61 |
| $10.0M |
| $690K |
| 4 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $227K |
| 5 | WATERTRONICS, LLC WATERTRONICS 401(K) PLAN | HARTLAND WI | 156 | $10.9M | $158K |
| 6 | LOGISTEC USA INC. LOGISTEC USA INC. 401(K) RETIREMENT PLAN | BALTIMORE MD | 394 | $22.1M | $25K |
| 7 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN | MADISON WI | 174 | $32.2M | $14K |
| 8 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $14K |
| 9 | TRONICOM CORPORATION TRONICOM CORPORATION AND SUBSIDIARY RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 371 | $25.2M | $1K |
