Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vanguard Lifestrategy Moderate Growth Fund Mutual fund in their Schedule of Assets, totaling $160.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERSYSTEMS CORPORATION INTERSYSTEMS CORPORATION 401(K) PROFIT SHARING RETIREMENT PLAN | CAMBRIDGE MA | 914 | $341.1M | $43.7M |
| 2 | HOLLAND AMERICA LINE N.V. HOLLAND AMERICA LINE N.V. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 1,488 | $210.1M | $23.9M |
| 3 | GROUP VOYAGERS, INC. |
DENVER CO |
| 525 |
| $96.4M |
| $17.0M |
| 4 | PRINCESS CRUISE LINES, LTD. PRINCESS CRUISES RETIREMENT SAVINGS PLAN | SEATTLE WA | 2,323 | $352.6M | $13.3M |
| 5 | SWEET STREET DESSERTS, INC. SWEET STREET DESSERTS, INC. PROFIT SHARING & 401(K) PLAN | READING PA | 484 | $33.4M | $11.3M |
| 6 | APPLIED ENTERPRISE MANAGEMENT CORPORATION AEM RETIREMENT PLAN | CAMARILLO CA | 292 | $117.6M | $6.6M |
| 7 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $5.0M |
| 8 | TOWER IMAGING MEDICAL GROUP, INC. TOWER IMAGING MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SHERMAN OAKS CA | 92 | $34.1M | $4.2M |
| 9 | TRI-CITY CARDIOLOGY CONSULTANTS, P.C. TRI-CITY CARDIOLOGY CONSULTANTS, P.C. 401(K) PLAN | MESA AZ | 292 | $44.9M | $4.0M |
| 10 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $3.6M |
