Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 158 U.S. retirement plans report holding Vanguard Lifestrategy growth in their Schedule of Assets, totaling $137.6M 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 | RENAISSANCE LEARNING, INC. RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN | WISCONSIN RAPIDS WI | 1,753 | $217.3M | $16.3M |
| 2 | JAMES RIVER GROUP, INC. JAMES RIVER GROUP, INC. 401(K) PLAN | RICHMOND VA | 645 | $100.7M | $6.6M |
| 3 | SOUTHEASTERN SURVEYING & MAPPING SOUTHEASTERN SURVEYING & MAPPING CORP. EMPLOYEES' SAVINGS PLAN |
ORLANDO FL |
| 223 |
| $12.7M |
| $6.0M |
| 4 | MIDDLETOWN MEDICAL, P.C. MIDDLETOWN MEDICAL, P.C. 401(K) PROFIT SHARING PLAN | MIDDLETOWN NY | 584 | $19.4M | $5.8M |
| 5 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) SAVINGS PLAN | MARLTON NJ | 376 | $49.8M | $5.3M |
| 6 | CROM CORPORATION CROM CORPORATION PROFIT SHARING/ 401(K) PLAN FOR EMPLOYEES | GAINESVILLE FL | 449 | $21.2M | $4.9M |
| 7 | SALPOINTE CATHOLIC HIGH SCHOOL SALPOINTE CATHOLIC HIGH SCHOOL CASH OR DEFERRED PROFIT SHARING | TUCSON AZ | 136 | $17.8M | $3.9M |
| 8 | SHORE POINT DISTRIBUTING CO., INC. SHORE LINE DELIVERY EMPLOYEES' PROFIT SHARING PLAN | ADELPHIA NJ | 125 | $17.2M | $3.9M |
| 9 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $3.5M |
| 10 | PIRAMAL CRITICAL CARE, INC. PIRAMAL CRITICAL CARE, INC. 401(K) PLAN | BETHLEHEM PA | 190 | $24.3M | $3.4M |
