Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Lifestrategy Conservative Growth Mutual Fund - in their Schedule of Assets, totaling $3.1M 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 | SYNQOR, INC. SYNQOR, INC. 401(K) PLAN | BOXBOROUGH MA | 273 | $22.0M | $1.4M |
| 2 | APPLIED CARD SYSTEMS, INC. APPLIED CARD SYSTEMS, INC. 401(K) RETIREMENT/SAVINGS PLAN | BOCA RATON FL | 143 | $19.2M | $534K |
| 3 | NCMIC GROUP, INC. NCMIC GROUP, INC. RETIREMENT SAVINGS PLAN |
CLIVE IA |
| 208 |
| $63.4M |
| $298K |
| 4 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION 401(K) PLAN | DECATUR AL | 178 | $13.5M | $296K |
| 5 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $118K |
| 6 | AIRROSTI REHAB CENTERS LLC. AIRROSTI REHAB CENTERS, LLC 401K PLAN | SAN ANTIONIO TX | 663 | $37.6M | $99K |
| 7 | ACCESS REHAB CENTERS, LLC ACCESS REHAB CENTERS, LLC 401(K) PLAN | WATERBURY CT | 195 | $16.7M | $87K |
| 8 | TREVDAN, INC TREVDAN, INC 401(K) PLAN | CHESTER SPRINGS PA | 107 | $13.4M | $80K |
| 9 | GOBRANDS, INC. GOBRANDS, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 4,198 | $76.6M | $58K |
| 10 | THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 403B THRIFT PLAN FOR THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. | AKRON OH | 427 | $5.6M | $53K |
