Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Inv in their Schedule of Assets, totaling $560K 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 | DUPONT COMMUNITY CREDIT UNION DUPONT COMMUNITY CREDIT UNION 401(K) PLAN | WAYNESBORO VA | 332 | $19.5M | $341K |
| 2 | XTIVIA, INC. XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EDISON NJ | 185 | $32.5M | $98K |
| 3 | CALLSOURCE CALLSOURCE 401(K) PLAN |
CALABASAS CA |
| 118 |
| $7.4M |
| $73K |
| 4 | COMMUNITY CREDIT UNION OF FLORIDA COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN | ROCKLEDGE FL | 161 | $13.3M | $35K |
| 5 | HAMMILL MANUFACTURING COMPANY HAMMILL MANUFACTURING COMPANY 401(K) PLAN | MAUMEE OH | 130 | $15.4M | $7K |
| 6 | HALE MAKUA HEALTH SERVICES HALE MAKUA HEALTH SERVICES 401(K) PLAN | KAHULUI HI | 426 | $16.9M | $5K |
