Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Lifestrategy Moderate Growth Investor Shares in their Schedule of Assets, totaling $3.7M 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 | FIRST SAVINGS MORTGAGE CORPORATION FIRST SAVINGS MORTGAGE CORPORATION 401(K) SALARY REDUCTION PLAN | MCLEAN VA | 153 | $63.3M | $3.2M |
| 2 | BIOMATRIX SPECIALTY PHARMACY, LLC BIOMATRIX SPECIALTY PHARMACY, LLC 401(K) PLAN | PLANTATION FL | 266 | $19.9M | $401K |
| 3 | GULBRANDSEN CHEMICALS, INC. |
ORANGEBURG SC |
| 96 |
| $22.9M |
| $89K |
| 4 | SABROSURA FOODS, LLC SABROSURA FOODS, LLC RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 440 | $10.9M | $47K |
