Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Vangrd LifeStrat Grw Fd Inv # in their Schedule of Assets, totaling $6.9M 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 | MIDFLORIDA CREDIT UNION MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN | LAKELAND FL | 1,379 | $91.9M | $4.7M |
| 2 | THE VISTA SCHOOL VISTA SCHOOL 401(K) P/S PLAN | HERSHEY PA | 325 | $8.0M | $515K |
| 3 | MERLO CONSTRUCTION COMPANY, INC. MERLO CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MILFORD MI |
| 144 |
| $5.7M |
| $513K |
| 4 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO TX | 337 | $18.9M | $446K |
| 5 | COYNE PUBLIC RELATIONS COYNE PUBLIC RELATIONS 401(K) PLAN | PARSIPPANY NJ | 143 | $22.2M | $221K |
| 6 | MAU, INC. MAU, INC. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 3,087 | $15.1M | $184K |
| 7 | DSC DREDGE, LLC DSC DREDGE 401K PLAN | RESERVE LA | 179 | $14.4M | $107K |
| 8 | CRH HEALTHCARE, LLC CRH HEALTHCARE, LLC 401(K) PLAN | ATLANTA GA | 788 | $11.5M | $90K |
| 9 | AREA OFFICE ON AGING 403(B) THRIFT PLAN OF AREA OFFICE ON AGING | TOLEDO OH | 210 | $11.3M | $83K |
| 10 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $62K |
