Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Fund Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | BANK OF HOPE TERRITORIAL SAVINGS BANK 401(K) PLAN | LOS ANGELES CA | 226 | $42.9M | $2.9M |
| 2 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN | MT. LAUREL NJ | 112 | $77.6M | $493K |
| 3 | CARING FOR THE COAST LLC CARING FOR THE COAST LLC 401(K) PROFIT SHARING PLAN & TRUST |
ASTORIA OR |
| 107 |
| $233K |
| $79K |
| 4 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $59K |
| 5 | THE SANTA FE OPERA THE SANTA FE OPERA'S RETIREMENT PLAN | SANTA FE NM | 125 | $9.3M | $53K |
| 6 | COBB MECHANICAL CONTRACTORS, INC. COBB MECHANICAL CONTRACTORS, INC. 401 (K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 201 | $31.0M | $22K |
| 7 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION | CHICAGO IL | 202 | $48.8M | $3K |
