Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard LifeStrategy Moderate Gr Inv in their Schedule of Assets, totaling $23.9M 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 | AMERICAN ACADEMY OF PEDIATRICS AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES' RETIREMENT PLAN | ITASCA IL | 533 | $214.2M | $11.9M |
| 2 | MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MERCED CA | 100 | $14.3M | $3.6M |
| 3 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. |
ATLANTA GA |
| 5,784 |
| $227.0M |
| $3.2M |
| 4 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $1.2M |
| 5 | NOVATEC, INC. NOVATEC, INC. 401(K) PLAN | BALTIMORE MD | 108 | $12.5M | $1.0M |
| 6 | GROVE MANOR GROVE MANOR 401K PLAN | GROVE CITY PA | 200 | $3.0M | $798K |
| 7 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $656K |
| 8 | VADEN HOLDING, INC. VADEN HOLDING, INC. 401(K) PROFIT SHARING PLAN | SAVANNAH GA | 595 | $17.7M | $439K |
| 9 | FIRST STANDARD CONSTRUCTION, INC. FIRST STANDARD CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 89 | $2.1M | $398K |
| 10 | HUMAN SERVICES CENTER 403(B) THRIFT PLAN OF HUMAN SERVICES CENTER | NEW CASTLE PA | 179 | $12.1M | $339K |
