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 Registered Investment Company in their Schedule of Assets, totaling $7.9M 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 | MCNICHOLS COMPANY MCNICHOLS COMPANY PROFIT SHARING AND 401(K) PLAN | TAMPA FL | 314 | $46.0M | $3.1M |
| 2 | BANK OF HOPE TERRITORIAL SAVINGS BANK 401(K) PLAN | LOS ANGELES CA | 226 | $42.9M | $1.4M |
| 3 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN |
MT. LAUREL NJ |
| 112 |
| $77.6M |
| $1.3M |
| 4 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $1.0M |
| 5 | COBB MECHANICAL CONTRACTORS, INC. COBB MECHANICAL CONTRACTORS, INC. 401 (K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 201 | $31.0M | $981K |
| 6 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION | CHICAGO IL | 202 | $48.8M | $21K |
| 7 | THE SANTA FE OPERA THE SANTA FE OPERA'S RETIREMENT PLAN | SANTA FE NM | 125 | $9.3M | $12K |
