Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard LifeStrategy Consv Growth Inv in their Schedule of Assets, totaling $548K 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 | PORTE BROWN LLC PORTE BROWN LLC 401(K) PROFIT SHARING PLAN | ELK GROVE VILLAGE IL | 137 | $38.8M | $422K |
| 2 | GROVE MANOR GROVE MANOR 401K PLAN | GROVE CITY PA | 200 | $3.0M | $110K |
| 3 | SOCIAL FINANCE, INC. SOCIAL FINANCE, INC. 403(B) PLAN |
| 125 |
| $12.3M |
| $12K |
| 4 | THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK, INC. THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK TAX SHELTERED ANNUITY PLAN | ALBANY NY | 131 | $9.1M | $4K |
| 5 | SPINIELLO COMPANIES SPINIELLO COMPANIES 401(K) PLAN | LIVINGSTON NJ | 112 | $9.5M | $619 |