Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Lifestrategy Mod Grth Mutual Fund in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 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 | $2.7M |
| 2 | SILA SOLUTIONS GROUP SILA SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN | GREAT FALLS VA | 48 | $21.8M | $1.0M |
| 3 | ITR AMERICA, LLC |
HOBART IN |
| 223 |
| $15.8M |
| $992K |
