Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard LifeStrategy Moderate Gr Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | HIGHTOWER HOLDING, LLC HIGHTOWER 401(K) PLAN | CHICAGO IL | 1,550 | $206.7M | $2.6M |
| 2 | PROJECT RENEWAL, INC. PROJECT RENEWAL, INC. EMPLOYEES' RETIREMENT PLAN | NEW YORK NY | 46 | $3.4M | $132K |
