Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard LifeStrategy Moderate Growth Fund Pooled separate account n/a n/a n/a n/a 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 | HARVARD BIOSCIENCE, INC. HARVARD BIOSCIENCE, INC. 401(K) PLAN | HOLLISTON MA | 218 | $49.7M | $2.7M |
| 2 | CROWNPEAK TECHNOLOGY, INC. CROWNPEAK 401(K) PLAN | DENVER CO | 34 | $10.7M | $15K |
| 3 | TK&K SERVICES, L.L.C. TK&K SERVICES, LLC 401(K) PLAN |
BEVERLY MA |
| 251 |
| $7.2M |
| $3K |
