Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Lifestrategy Growth Mutual fund in their Schedule of Assets, totaling $26.2M 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 | HIGHTOWER HOLDING, LLC HIGHTOWER 401(K) PLAN | CHICAGO IL | 1,550 | $206.7M | $7.2M |
| 2 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 216 | $29.5M | $3.0M |
| 3 | YOUR PART-TIME CONTROLLER, LLC |
PHILADELPHIA PA |
| 736 |
| $53.5M |
| $2.5M |
| 4 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 1,120 | $17.9M | $2.0M |
| 5 | CROWN POLY, INC. CROWN POLY, INC. 401(K) PLAN | HUNTINGTON PARK CA | 360 | $22.1M | $2.0M |
| 6 | APPLIED CARD SYSTEMS, INC. APPLIED CARD SYSTEMS, INC. 401(K) RETIREMENT/SAVINGS PLAN | BOCA RATON FL | 143 | $19.2M | $1.9M |
| 7 | ITR AMERICA, LLC ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN | HOBART IN | 223 | $15.8M | $1.4M |
| 8 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $1.2M |
| 9 | SYNQOR, INC. SYNQOR, INC. 401(K) PLAN | BOXBOROUGH MA | 273 | $22.0M | $988K |
| 10 | BEHAVIORAL HEALTH RESOURCES BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN | OLYMPIA WA | 141 | $5.6M | $871K |
