Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Lifestrategy Growth Registered investment company in their Schedule of Assets, totaling $5.9M 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 | SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN | ST. LOUIS MO | 365 | $92.9M | $3.9M |
| 2 | R.L.K. AND COMPANY TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN | GOVERNMENT CAMP OR | 1,066 | $13.8M | $1.6M |
| 3 | EAST WEST TEA COMPANY, LLC |
EUGENE OR |
| 216 |
| $17.9M |
| $280K |
| 4 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $37K |
| 5 | CUSTOM ASSEMBLY, INC. CUSTOM ASSEMBLY, INC. 401(K) RETIREMENT PLAN | HAVILAND OH | 384 | $5.6M | $3K |
| 6 | TRUE NORTH CLASSICAL ACADEMY, INC. TRUE NORTH CLASSICAL ACADEMY, INC. 401(K) PLAN | MIAMI FL | 272 | $1.9M | $2K |
