Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Vanguard Lifestrategy Growth Inv - in their Schedule of Assets, totaling $49.7M 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 | AMERICAN ACADEMY OF PEDIATRICS AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES' RETIREMENT PLAN | ITASCA IL | 533 | $214.2M | $15.0M |
| 2 | HIGHGATE HOTELS, L.P. DBA 'ALOHILANI RESORT WAIKIKI BEACH 'ALOHILANI RESORT WAIKIKI BEACH EMPLOYEES' INVESTMENT PLAN | HONOLULU HI | 384 | $18.4M | $4.7M |
| 3 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. |
ATLANTA GA |
| 5,784 |
| $227.0M |
| $2.8M |
| 4 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $2.7M |
| 5 | PORTE BROWN LLC PORTE BROWN LLC 401(K) PROFIT SHARING PLAN | ELK GROVE VILLAGE IL | 137 | $38.8M | $2.3M |
| 6 | CFS MANAGEMENT, LLC US EYE 40(K) RETIREMENT SAVINGS PLAN | VENICE FL | 963 | $39.9M | $1.8M |
| 7 | COMMUNITY CREDIT UNION OF FLORIDA COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN | ROCKLEDGE FL | 161 | $13.3M | $1.8M |
| 8 | CONCORD MUSIC GROUP, INC CONCORD 401(K) PLAN | LOS ANGELES CA | 494 | $56.0M | $1.8M |
| 9 | THE CUSTOM COMPANIES, INC. THE CUSTOM COMPANIES RETIREMENT SAVINGS PLAN | NORTHLAKE IL | 380 | $16.4M | $1.5M |
| 10 | RICKENBAUGH CADILLAC/VOLVO COMPANY RICKENBAUGH CADILLAC/VOLVO COMPANY 401(K) PLAN | DENVER CO | 174 | $8.4M | $1.5M |