Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Lifestrategy Growth Inv Registered Investment Company in their Schedule of Assets, totaling $656K 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 | SANDIA AREA FEDERAL CREDIT UNION SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 182 | $6.5M | $485K |
| 2 | MAINLINE INVESTMENT PARTNERS, LLC MAINLINE MERION 401(K) PLAN | WYNNEWOOD PA | 111 | $20.5M | $136K |
| 3 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN |
BREA CA |
| 254 |
| $33.3M |
| $22K |
| 4 | PARK FINANCIAL GROUP, INC. PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 149 | $22.7M | $5K |
| 5 | FIRST SETTLEMENT PHYSICAL THERAPY, INC. FIRST SETTLEMENT PHYSICAL THERAPY 401(K) PLAN | PARKERSBURG WV | 225 | $7.2M | $4K |
| 6 | KBC, INC. KBC, INC. 401(K) PLAN | OMAHA NE | 184 | $33.7M | $3K |
