Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Fund in their Schedule of Assets, totaling $16.6M 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 | IVAN WARE & SON INC. IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 173 | $32.4M | $2.5M |
| 2 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $1.5M |
| 3 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN |
HOPKINTON MA |
| 498 |
| $65.9M |
| $1.4M |
| 4 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $1.2M |
| 5 | CATHOLIC CHARITIES HAWAI'I CATHOLIC CHARITIES HAWAI'I RETIREMENT SAVINGS PLAN | HONOLULU HI | 318 | $21.3M | $793K |
| 6 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $625K |
| 7 | INDUSTRIAL MARKETING INC SLAY INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 257 | $21.3M | $551K |
| 8 | EASTERN SHAWNEE TRIBE EASTERN SHAWNEE TRIBE 401(K) PLAN | WYANDOTTE OK | 725 | $8.5M | $481K |
| 9 | U.S. ENDO SS PAYROLL, LLC US ENDO PARTNERS OPCO, LLC 401(K) AND PROFIT SHARING PLAN | IRVING TX | 1,279 | $26.6M | $473K |
| 10 | ENSAFE INC. ENSAFE 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 393 | $65.0M | $428K |
