Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Lifestrategy Growth Fund Investor Shares in their Schedule of Assets, totaling $15.5M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST | VANDALIA OH | 8,041 | $533.3M | $10.5M |
| 2 | BCRA, INC. BCRA, INC. 401(K) RETIREMENT SAVINGS PLAN | TACOMA WA | 61 | $10.0M | $1.2M |
| 3 | TUV SUD AMERICA, INC. |
WAKEFIELD MA |
| 892 |
| $131.3M |
| $725K |
| 4 | PATHWAYS HEALTHCARE, LLC PATHWAYS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN | WESTWOOD MA | 476 | $4.2M | $591K |
| 5 | TREACE MEDICAL CONCEPTS INC TREACE MEDICAL CONCEPTS 401(K) RETIREMENT SAVINGS PLAN | PONTE VEDRA FL | 479 | $25.1M | $349K |
| 6 | WATERTRONICS, LLC WATERTRONICS 401(K) PLAN | HARTLAND WI | 156 | $10.9M | $327K |
| 7 | WINGS N MORE RESTAURANTS LLC WINGS N MORE RESTAURANTS LLC 401(K) PLAN | COLLEGE STATION TX | 123 | $5.1M | $310K |
| 8 | FOX VALLEY SURGICAL ASSOCIATES, LTD FOX VALLEY SURGICAL ASSOCIATES LTD 401K PLAN | APPLETON WI | 104 | $25.5M | $258K |
| 9 | STRAINE DENTAL MANAGEMENT LLC STRAINE DENTAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 710 | $16.1M | $252K |
| 10 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $233K |
