Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Vanguard Lifestrategy Growth Fund Mutual fund in their Schedule of Assets, totaling $93.5M 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 | INTERSYSTEMS CORPORATION INTERSYSTEMS CORPORATION 401(K) PROFIT SHARING RETIREMENT PLAN | CAMBRIDGE MA | 914 | $341.1M | $40.1M |
| 2 | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN | MENLO PARK CA | 481 | $72.7M | $8.4M |
| 3 | TOLLESON WEALTH MANAGEMENT, INC. |
DALLAS TX |
| 214 |
| $34.7M |
| $7.0M |
| 4 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $4.7M |
| 5 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $4.5M |
| 6 | VANTAGE POINT SOLUTIONS, INC. VANTAGE POINT SOLUTIONS 401(K) PLAN | MITCHELL SD | 376 | $34.2M | $4.1M |
| 7 | APPLIED ENTERPRISE MANAGEMENT CORPORATION AEM RETIREMENT PLAN | CAMARILLO CA | 292 | $117.6M | $3.2M |
| 8 | MOSES LAKE COMMUNITY HEALTH CENTER MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN | MOSES LAKE WA | 337 | $27.0M | $2.4M |
| 9 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $2.0M |
| 10 | PARKER IBRAHIM & BERG LLP PARKER IBRAHIM & BERG LLP 401(K) PLAN | SOMERSET NJ | 31 | $7.2M | $2.0M |
