Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Lifestrategy Growth Inv Mutual fund in their Schedule of Assets, totaling $79.0M 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 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $52.4M |
| 2 | TRONCONI SEGARRA & ASSOCIATES LLP TRONCONI SEGARRA & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 130 | $18.8M | $3.8M |
| 3 | MIDWEST LABORATORIES, INC. |
OMAHA NE |
| 293 |
| $45.6M |
| $3.3M |
| 4 | VERIFIED CREDENTIALS, LLC VERIFIED CREDENTIALS, LLC 401(K) SAFE HARBOR PLAN | LAKEVILLE MN | 227 | $20.0M | $2.6M |
| 5 | WILLAMETTE COMMUNITY HEALTH SOLUTIONS D/B/A CASCADE HEALTH CASCADE HEALTH 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $16.8M | $2.2M |
| 6 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN | EUGENE OR | 648 | $47.9M | $1.8M |
| 7 | BRINKMAN INTERNATIONAL GROUP, INC. BRINKMAN INTERNATIONAL GROUP 401(K) PLAN | ROCHESTER NY | 190 | $42.4M | $1.6M |
| 8 | WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE WA | 83 | $51.5M | $1.4M |
| 9 | TUUCI, LLC TUUCI, LLC 401(K) PLAN | HIALEAH FL | 467 | $9.7M | $1.4M |
| 10 | DENTISTRY VCU DENTISTRY@VCU 401(K) RETIREMENT PLAN | RICHMOND VA | 186 | $14.8M | $1.3M |
