Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Vangrd LifeStrat Md Grw Fd Inv # in their Schedule of Assets, totaling $4.5M 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 | $2.8M |
| 2 | COYNE PUBLIC RELATIONS COYNE PUBLIC RELATIONS 401(K) PLAN | PARSIPPANY NJ | 143 | $22.2M | $753K |
| 3 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN |
PLANO TX |
| 337 |
| $18.9M |
| $228K |
| 4 | THE VISTA SCHOOL VISTA SCHOOL 401(K) P/S PLAN | HERSHEY PA | 325 | $8.0M | $225K |
| 5 | PINGWIND, INC. PINGWIND, INC. 401(K) PLAN AND TRUST | ANNANDALE VA | 287 | $11.9M | $169K |
| 6 | MERLO CONSTRUCTION COMPANY, INC. MERLO CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MILFORD MI | 144 | $5.7M | $158K |
| 7 | MAU, INC. MAU, INC. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 3,087 | $15.1M | $127K |
| 8 | AREA OFFICE ON AGING 403(B) THRIFT PLAN OF AREA OFFICE ON AGING | TOLEDO OH | 210 | $11.3M | $86K |
| 9 | DSC DREDGE, LLC DSC DREDGE 401K PLAN | RESERVE LA | 179 | $14.4M | $4K |
