Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard LifeStrategy Moderate Growth Fund Investor Shares " in their Schedule of Assets, totaling $32.8M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST | VANDALIA OH | 8,041 | $533.3M | $27.9M |
| 2 | FIRST RATE, INC. FIRST RATE, INC. PROFIT SHARING PLAN (WITH 401(K) SAFE HARBOR PROVISIONS) | ARLINGTON TX | 91 | $31.9M | $2.8M |
| 3 | BCRA, INC. |
TACOMA WA |
| 61 |
| $10.0M |
| $1.0M |
| 4 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $590K |
| 5 | LOGISTEC USA INC. LOGISTEC USA INC. 401(K) RETIREMENT PLAN | BALTIMORE MD | 394 | $22.1M | $259K |
| 6 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN | MADISON WI | 174 | $32.2M | $137K |
| 7 | WINGS N MORE RESTAURANTS LLC WINGS N MORE RESTAURANTS LLC 401(K) PLAN | COLLEGE STATION TX | 123 | $5.1M | $90K |
| 8 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $34K |
| 9 | F H CANN & ASSOCIATES INC F H CANN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | NORTH ANDOVER MA | 598 | $2.7M | $23K |
| 10 | GOREE ARCHITECTS INC. GOREE ARCHITECTS INC. 401K PLAN | HOUSTON TX | 155 | $7.4M | $21K |
