Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Lifestrategy Moderate Growth Mutual funds - in their Schedule of Assets, totaling $6.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN | ISOLA MS | 142 | $11.9M | $2.2M |
| 2 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 193 | $13.4M | $1.5M |
| 3 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN |
PHILADELPHIA PA |
| 173 |
| $102.7M |
| $1.5M |
| 4 | CENTURY HVAC DISTRIBUTING, L.P. CENTURY HVAC DISTRIBUTING 401(K) SAVINGS PLAN | DALLAS TX | 141 | $6.8M | $959K |
| 5 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $32K |