Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Lifestrategy Moderate Gr Inv Mutual fund in their Schedule of Assets, totaling $15.4M 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 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $3.8M |
| 2 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $3.3M |
| 3 | DENTISTRY VCU DENTISTRY@VCU 401(K) RETIREMENT PLAN |
RICHMOND VA |
| 186 |
| $14.8M |
| $2.7M |
| 4 | VERIFIED CREDENTIALS, LLC VERIFIED CREDENTIALS, LLC 401(K) SAFE HARBOR PLAN | LAKEVILLE MN | 227 | $20.0M | $1.7M |
| 5 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $1.3M |
| 6 | THREADED FASTENERS, INC. THREADED FASTENERS, INC. RETIREMENT PLAN | MOBILE AL | 245 | $9.2M | $1.1M |
| 7 | PREMIER HEALTH ASSOCIATES, LLC PHA, LLC 401(K) PROFIT SHARING PLAN | SPARTA NJ | 158 | $30.3M | $413K |
| 8 | MIDWEST LABORATORIES, INC. MIDWEST LABORATORIES, INC. PROFIT SHARING PLAN AND TRUST | OMAHA NE | 293 | $45.6M | $341K |
| 9 | HBW PROPERTIES, INC. DBA HBW GROUP HBW 401(K) PLAN | ROCKVILLE MD | 88 | $12.2M | $245K |
| 10 | CCOF, INC. CCOF 401(K) | SANTA CRUZ CA | 187 | $13.0M | $182K |
