Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard LifeStrategy Growth Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $5.1M |
| 2 | SEAVIEW ORTHOPAEDICS & MEDICAL ASSOCIATES SEAVIEW ORTHOPAEDICS 401(K) PLAN | OCEAN TOWNSHIP NJ | 387 | $54.6M | $1.6M |
| 3 | GREATER CLEVELAND FOOD BANK GREATER CLEVELAND FOOD BANK 403(B) PLAN |
CLEVELAND OH |
| 188 |
| $7.4M |
| $682K |
| 4 | AGBU MANOOGIAN-DEMIRDJIAN SCHOOL AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN | CANOGA PARK CA | 178 | $5.4M | $552K |
| 5 | THE NEW YORK PREPARATORY THE NEW YORK PREPARATORY 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 286 | $22.2M | $483K |
| 6 | INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE AZ | 131 | $12.5M | $421K |
| 7 | PAYNEARME, INC. PAYNEARME 401(K) PLAN | SANTA CLARA CA | 228 | $16.1M | $417K |
| 8 | MANOS USA LLC MANOS USA LLC 401(K) PROFIT SHARING PAN & TRUST | — | 91 | $4.8M | $145K |
| 9 | BOOSTER ENTERPRISES, INC. BOOSTER ENTERPRISES, INC. 401(K) PLAN | PEACHTREE CORNERS GA | 593 | $10.3M | $37K |
| 10 | MORSECORP, INC. MORSECORP INC 401(K) PROFIT SHARING PLAN AND TRUST | CAMBRIDGE MA | 151 | $14.0M | $23K |
