Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard LifeStrategy Growth Fund Investor " in their Schedule of Assets, totaling $3.9M 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 | NAPOLEON SPRING WORKS, INC. NAPOLEON SPRING WORKS, INC. 401(K) PROFIT SHARING PLAN & TRUST | ARCHBOLD OH | 125 | $7.2M | $2.3M |
| 2 | ADVISORTRUST, INC. 401(K) SIMPLIFIED | SIOUX FALLS SD | 543 | $18.9M | $647K |
| 3 | STANDARD DUPLICATING MACHINES CORP STANDARD DUPLICATING MACHINES CORP. PROFIT SHARING AND 401(K) PLAN |
ANDOVER MA |
| 96 |
| $24.8M |
| $517K |
| 4 | H & M MECHANICAL CONSTRUCTORS, INC. H & M MECHANICAL CONSTRUCTORS, INC. EMPLOYEE 401(K) PLAN | PASADENA TX | 388 | $16.0M | $273K |
| 5 | ELEVATE HOLDINGS INC ELEVATE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SEABROOK NH | 186 | $4.7M | $123K |
| 6 | CHELOS MANAGEMENT COMPANY, INC. CHELO'S 401(K) PLAN | CUMBERLAND RI | 238 | $10.2M | $57K |
| 7 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $47K |
