Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Fund in their Schedule of Assets, totaling $21.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED ASSOCIATION OF JOURNEYMAN & APPRENTICE PIPEFITTERS LOCAL 524 PIPEFITTERS AND PLUMBERS LOCAL NO. 524 PENSION AND ANNUITY PLAN | SCRANTON PA | 307 | $48.4M | $2.7M |
| 2 | IVAN WARE & SON INC. IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 173 | $32.4M | $2.5M |
| 3 | KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP |
ADRIAN MI |
| 222 |
| $41.2M |
| $2.1M |
| 4 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $1.5M |
| 5 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN | HOPKINTON MA | 498 | $65.9M | $1.4M |
| 6 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $1.2M |
| 7 | CATHOLIC CHARITIES HAWAI'I CATHOLIC CHARITIES HAWAI'I RETIREMENT SAVINGS PLAN | HONOLULU HI | 318 | $21.3M | $793K |
| 8 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $625K |
| 9 | INDUSTRIAL MARKETING INC SLAY INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 257 | $21.3M | $551K |
| 10 | EASTERN SHAWNEE TRIBE EASTERN SHAWNEE TRIBE 401(K) PLAN | WYANDOTTE OK | 725 | $8.5M | $481K |
