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 Mutual fund N/A in their Schedule of Assets, totaling $5.1M 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 | OPPORTUNITY DEVELOPMENT CENTERS, INC. OPPORTUNITY DEVELOPMENT CENTERS, INC. 401(K) RETIREMENT PLAN | WISCONSIN RAPIDS WI | 171 | $5.8M | $1.7M |
| 2 | MAGGIE SOTTERO DESIGNS, LLC MAGGIE SOTTERO DESIGNS, LLC RETIREMENT PLAN | SALT LAKE CITY UT | 90 | $11.4M | $1.4M |
| 3 | FOREST COUNTY POTAWATOMI COMMUNITY |
CRANDON WI |
| 3,667 |
| $143.6M |
| $1.4M |
| 4 | WELSCO, INC. WELSCO, INC. 401(K) PLAN | NORTH LITTLE ROCK AR | 105 | $9.8M | $553K |
| 5 | THE COUNTRY CLUB AT DC RANCH THE COUNTRY CLUB AT DC RANCH EMPLOYEES SAVINGS TRUST | SCOTTSDALE AZ | 193 | $5.1M | $101K |
| 6 | ORTHALIGN, INC. ORTHALIGN 401(K) PLAN | IRVINE CA | 125 | $6.1M | $32K |
| 7 | THE PENDERGRAPH COMPANIES, LLC THE PENDERGRAPH COMPANIES, LLC 401(K) PLAN | RALEIGH NC | 143 | $6.4M | $26K |
