Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Vanguard LIFESTRATEGY MOD GROW in their Schedule of Assets, totaling $55.8M 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 | CONTINENTAL VOLKSWAGON LLC MCDONALD AUTOMOTIVE GROUP SALARY DEFERRAL 401(K) PLAN | LITTLETON CO | 676 | $26.7M | $5.0M |
| 2 | FPL FOOD, LLC FPL FOOD, LLC 401(K) PLAN | AUGUSTA GA | 1,022 | $7.5M | $4.9M |
| 3 | INNOVATION INDUSTRIES, INC. INNOVATION INDUSTRIES, INC. 401(K) PLAN AND TRUST |
RUSSELLVILLE AR |
| 272 |
| $29.0M |
| $4.1M |
| 4 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) SAVINGS PLAN | MARLTON NJ | 376 | $49.8M | $3.6M |
| 5 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $2.9M |
| 6 | PAIN MANAGEMENT SOLUTIONS, LLC. PAIN MANAGEMENT SOLUTIONS, LLC 401(K) PS PLAN AND TRUST | ANNAPOLIS MD | 737 | $33.4M | $2.8M |
| 7 | SALPOINTE CATHOLIC HIGH SCHOOL SALPOINTE CATHOLIC HIGH SCHOOL CASH OR DEFERRED PROFIT SHARING | TUCSON AZ | 136 | $17.8M | $2.5M |
| 8 | MIDDLETOWN MEDICAL, P.C. MIDDLETOWN MEDICAL, P.C. 401(K) PROFIT SHARING PLAN | MIDDLETOWN NY | 584 | $19.4M | $2.3M |
| 9 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $2.2M |
| 10 | L.WOERNER, INC. D/B/A HCR HOME C HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN | ROCHESTER NY | 632 | $18.2M | $1.6M |
