Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Vanguard Lifestrategy Moderate Growth Fund Mutual fund in their Schedule of Assets, totaling $124.8M 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 | 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 | PRINCESS CRUISE LINES, LTD. |
SEATTLE WA |
| 2,323 |
| $352.6M |
| $13.3M |
| 4 | APPLIED ENTERPRISE MANAGEMENT CORPORATION AEM RETIREMENT PLAN | CAMARILLO CA | 292 | $117.6M | $6.6M |
| 5 | 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 |
| 6 | TRI-CITY CARDIOLOGY CONSULTANTS, P.C. TRI-CITY CARDIOLOGY CONSULTANTS, P.C. 401(K) PLAN | MESA AZ | 292 | $44.9M | $4.0M |
| 7 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $3.6M |
| 8 | STONE INDUSTRIES, INC. STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN | HALEDON NJ | 153 | $25.4M | $3.4M |
| 9 | JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 DEFINED CONTRIBUTION PLAN UA LOCAL 190 DEFINED CONTRIBUTION PLAN | TROY MI | 1,283 | $69.2M | $3.2M |
| 10 | DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING & DISABILITIES DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING & DISABILITIES 401(K) PLAN | UNIONTOWN OH | 265 | $34.5M | $2.8M |
