Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Lifestrategy Mod Gr Mutual Fund in their Schedule of Assets, totaling $3.7M 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 | JACKSON IRON & METAL COMPANY, INC. JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN | JACKSON MS | 192 | $16.2M | $1.4M |
| 2 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $1.2M |
| 3 | WILLAMETTE COMMUNITY HEALTH SOLUTIONS D/B/A CASCADE HEALTH |
EUGENE OR |
| 253 |
| $16.8M |
| $1.2M |
