Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Lifestrategy Consv Growth Inv Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $641K |
| 2 | H.F. COX, INC. COX PETROLEUM TRANSPORT H.F. COX, INC. 401(K) PLAN | BAKERSFIELD CA | 210 | $11.5M | $388K |
| 3 | CCOF, INC. CCOF 401(K) |
SANTA CRUZ CA |
| 187 |
| $13.0M |
| $90K |
| 4 | PREMIER HEALTH ASSOCIATES, LLC PHA, LLC 401(K) PROFIT SHARING PLAN | SPARTA NJ | 158 | $30.3M | $84K |
| 5 | HBW PROPERTIES, INC. DBA HBW GROUP HBW 401(K) PLAN | ROCKVILLE MD | 88 | $12.2M | $48K |
| 6 | HUMAN ACTIVE TECHNOLOGY, LLC HUMAN ACTIVE TECHNOLOGY, LLC. 401(K) PROFIT SHARING PLAN | EASTON PA | 159 | $15.7M | $8K |
| 7 | MIDWEST LABORATORIES, INC. MIDWEST LABORATORIES, INC. PROFIT SHARING PLAN AND TRUST | OMAHA NE | 293 | $45.6M | $6K |