Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Lifestrategy Growth Fund Pooled Separate Account in their Schedule of Assets, totaling $13.0M 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 | CORCEPT THERAPEUTICS CORCEPT 401 (K) | REDWOOD CITY CA | 485 | $81.4M | $11.0M |
| 2 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $494K |
| 3 | EVANS NETWORK SERVICES, INC. EVANS NETWORK SERVICES, INC. 401(K) PLAN |
SCHUYLKILL HAVEN PA |
| 548 |
| $28.8M |
| $383K |
| 4 | FOOTE CATTLE COMPANY, LLC FOOTE FAMILY OF COMPANIES EMPLOYEE SAVINGS PLAN | IMPERIAL NE | 448 | $14.8M | $249K |
| 5 | EVANS DELIVERY COMPANY, INC. EVANS DELIVERY COMPANY, INC. 401(K) PLAN | SCHUYLKILL HAVEN PA | 490 | $19.7M | $209K |
| 6 | PARADIGM MANAGEMENT II LP PARADIGM MANAGEMENT II LP 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 313 | $30.5M | $208K |
| 7 | REDIS LABS INC. REDIS LABS INC. 401(K) PLAN | SAN FRANCISCO CA | 371 | $20.4M | $96K |
| 8 | BARNUM AND CELILLO ELECTRIC, INC BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN | SACRAMENTO CA | 298 | $18.1M | $93K |
| 9 | THOMAS FOODS INTERNATIONAL, USA THOMAS FOODS INTERNATIONAL, USA 401(K) PLAN | CHERRY HILL NJ | 213 | $12.8M | $88K |
| 10 | GENERAL DATA COMPANY INC. GENERAL DATA COMPANY INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 258 | $18.3M | $87K |
