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 Mutual fund NR in their Schedule of Assets, totaling $934K 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 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | BRISBANE CA | 181 | $65.9M | $607K |
| 2 | MERCHANT ESOLUTIONS, INC. MERCHANT ESOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 130 | $19.9M | $141K |
| 3 | PRESCIENT EDGE CORPORATION |
MCLEAN VA |
| 368 |
| $11.5M |
| $136K |
| 4 | ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO COPPER RIVER 401(K) PLAN | CHANTILLY VA | 519 | $44.4M | $50K |
