Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Lifestrategy Growth Inv Mutual funds in their Schedule of Assets, totaling $22.2M 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 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $15.2M |
| 2 | FURROW AUCTION COMPANY FURROW GROUP 401(K) PLAN | KNOXVILLE TN | 238 | $12.7M | $3.0M |
| 3 | DASZKAL BOLTON LLP DASZKAL BOLTON, LLP 401(K) PLAN |
BOCA RATON FL |
| 187 |
| $18.8M |
| $1.2M |
| 4 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $1.0M |
| 5 | HORNER & SHIFRIN, INC HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS MO | 178 | $16.3M | $619K |
| 6 | CONTINENTAL BROADBAND, LLC CONTINENTAL BROADBAND, LLC RETIREMENT PLAN | PITTSBURGH PA | 370 | $45.9M | $497K |
| 7 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN | PHILADELPHIA PA | 173 | $102.7M | $222K |
| 8 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $202K |
| 9 | SUNRISE DETOXIFICATION CENTER, LLC SUNRISE DETOXIFICATION CENTER, LLC 401(K) PLAN | LAKE WORTH FL | 331 | $8.1M | $149K |
| 10 | BESTWAY RENTAL, INC. BESTWAY RENTAL, INC. 401(K) PLAN | RICHARDSON TX | 250 | $8.7M | $116K |
