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 Registered Investment Company in their Schedule of Assets, totaling $4.4M 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 | LANDMARK STRUCTURES I, L.P. LANDMARK STRUCTURES I, L.P. 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 362 | $34.3M | $2.9M |
| 2 | R.L.K. AND COMPANY TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN | GOVERNMENT CAMP OR | 1,066 | $13.8M | $949K |
| 3 | SANDBERG, PHOENIX & VON GONTARD P.C |
ST. LOUIS MO |
| 365 |
| $92.9M |
| $585K |
| 4 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $4K |
| 5 | FIRST SETTLEMENT PHYSICAL THERAPY, INC. FIRST SETTLEMENT PHYSICAL THERAPY 401(K) PLAN | PARKERSBURG WV | 225 | $7.2M | $3K |
