Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Inv Mutual Fund in their Schedule of Assets, totaling $310K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRONCONI SEGARRA & ASSOCIATES LLP TRONCONI SEGARRA & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 130 | $18.8M | $199K |
| 2 | MERUELO ENTERPRISES, INC. MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,047 | $87.9M | $69K |
| 3 | TAMPA BAY WORKFORCE ALLIANCE, IN |
TAMPA FL |
| 158 |
| $6.8M |
| $39K |
| 4 | BPS SUPPLY GROUP BPS SUPPLY GROUP 401(K) PROFIT SHARING PLAN | SHAFTER CA | 0 | $0 | $4K |
