Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Fund Mutual fund in their Schedule of Assets, totaling $23.5M 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 | INTERSYSTEMS CORPORATION INTERSYSTEMS CORPORATION 401(K) PROFIT SHARING RETIREMENT PLAN | CAMBRIDGE MA | 914 | $341.1M | $7.8M |
| 2 | TOLLESON WEALTH MANAGEMENT, INC. TOLLESON WEALTH MANAGEMENT 401(K) PLAN | DALLAS TX | 214 | $34.7M | $3.1M |
| 3 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC |
BAYSIDE NY |
| 349 |
| $77.4M |
| $2.1M |
| 4 | APPLIED ENTERPRISE MANAGEMENT CORPORATION AEM RETIREMENT PLAN | CAMARILLO CA | 292 | $117.6M | $1.8M |
| 5 | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN | MENLO PARK CA | 481 | $72.7M | $1.7M |
| 6 | AMERICA'S FAMILY BENEFIT PLANS BOARD OF TRUSTEES OF THE AMERICA'S FAMILY 401(K) BENEFIT TRUST FUND | WILLIAMSVILLE NY | 405 | $26.5M | $1.4M |
| 7 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $1.3M |
| 8 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $1.1M |
| 9 | MOSES LAKE COMMUNITY HEALTH CENTER MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN | MOSES LAKE WA | 337 | $27.0M | $821K |
| 10 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $632K |
