Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Lifestyle Moderate Growth Investor Shares Registered Investment Company in their Schedule of Assets, totaling $1.0M 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 | DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC | NEW ORLEANS LA | 122 | $13.1M | $1.0M |
