Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Lifestrat Grth Inv in their Schedule of Assets, totaling $6.5M 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 | BMH, INC. BMH, INC. RETIREMENT PLAN | BLACKFOOT ID | 874 | $27.2M | $6.4M |
| 2 | S&S TRUCK PARTS LLC S&S TRUCK PARTS LLC 401K PLAN | SCHAUMBURG IL | 304 | $16.7M | $16K |
| 3 | WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN AND 401K SAVINGS PLAN |
ST. LOUIS MO |
| 402 |
| $26.6M |
| $10K |