Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Vanguard Lifestrategy Moderate Growth Fund in their Schedule of Assets, totaling $175.6M 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 | LEWIS TREE SERVICE, INC. NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN | WEST HENRIETTA NY | 2,513 | $450.8M | $111.3M |
| 2 | EMERGENCY CARE SPECIALISTS, P.C. ECS, P. C. PROFIT SHARING AND SAVINGS PLAN AND TRUST | GRAND RAPIDS MI | 374 | $195.0M | $10.2M |
| 3 | DIGESTIVE HEALTH PARTNERS, P.A. |
ASHEVILLE NC |
| 299 |
| $55.8M |
| $5.2M |
| 4 | INDUSTRIAL MARKETING INC SLAY INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 257 | $21.3M | $4.2M |
| 5 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $3.9M |
| 6 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $3.6M |
| 7 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $3.6M |
| 8 | FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE FL | 92 | $20.9M | $3.3M |
| 9 | CHAPEL HILL TIRE COMPANY, INC. CHAPEL HILL TIRE COMPANY, INC. RETIREMENT PLAN | CHAPEL HILL NC | 139 | $12.0M | $3.1M |
| 10 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN | HOPKINTON MA | 498 | $65.9M | $2.4M |
