Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Lifestrategy Growth Mutual fund N/A in their Schedule of Assets, totaling $1.8M 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 | FOREST COUNTY POTAWATOMI COMMUNITY FCP RETIREMENT PLAN | CRANDON WI | 3,667 | $143.6M | $1.2M |
| 2 | COLT BUILDERS CORP. COLT BUILDERS 401(K) PLAN | MURRAY UT | 252 | $7.1M | $538K |
| 3 | MAINTENX INTERNATIONAL SERVICE MANAGEMENT GROUP, INC. MAINTENX 401(K) PLAN |
TAMPA FL |
| 427 |
| $11.4M |
| $78K |
| 4 | OZARKS AREA COMMUNITY ACTION CORPORATION OACAC MATCHING PLAN | SPRINGFIELD MO | 449 | $8.3M | $20K |
| 5 | CHILDREN FIRST, INC. CHILDREN FIRST, INC. RETIREMENT PLAN | SARASOTA FL | 191 | $9.5M | $12K |
