Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard LifeStrategy Moderate Growth Investor Mutual fund in their Schedule of Assets, totaling $36.8M 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 | ILLUMIFIN CORPORATION ILLUMIFIN CORPORATION 401(K) PLAN | WOODBURY MN | 1,774 | $102.6M | $36.7M |
| 2 | INFINITE CAMPUS, INC. INFINITE CAMPUS, INC. EMPLOYEES SAVINGS TRUST | BLAINE MN | 615 | $75.7M | $81K |
