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 Investor Shares Mutual fund in their Schedule of Assets, totaling $90K 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 | PRICE TRANSFER, INC. PRICE TRANSFER, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | RANCHO DOMINGUEZ CA | 311 | $15.8M | $51K |
| 2 | PAYNEARME, INC. PAYNEARME 401(K) PLAN | SANTA CLARA CA | 228 | $16.1M | $28K |
| 3 | PHYSICIANS GROUP SERVICES, P.A. DBA FAMILY MEDICAL CENTERS FAMILY MEDICAL CENTERS RETIREMENT SAVINGS PLAN |
ORANGE PARK FL |
| 363 |
| $10.9M |
| $11K |
