Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard LifeStrategy Moderate Growth Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $2.1M 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 | TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND TX | 278 | $16.1M | $706K |
| 2 | SEAVIEW ORTHOPAEDICS & MEDICAL ASSOCIATES SEAVIEW ORTHOPAEDICS 401(K) PLAN | OCEAN TOWNSHIP NJ | 387 | $54.6M | $489K |
| 3 | GREATER CLEVELAND FOOD BANK |
CLEVELAND OH |
| 188 |
| $7.4M |
| $363K |
| 4 | INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE AZ | 131 | $12.5M | $312K |
| 5 | THE NEW YORK PREPARATORY THE NEW YORK PREPARATORY 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 286 | $22.2M | $118K |
| 6 | MANOS USA LLC MANOS USA LLC 401(K) PROFIT SHARING PAN & TRUST | — | 91 | $4.8M | $83K |
| 7 | INCLUSIVE EDUCATION AND COMMUN INCLUSIVE EDUCATION AND COMMUN 401(K) PROFIT SHARING PLAN & TRUST | OXNARD CA | 294 | $3.8M | $1K |
