Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding VANGUARD VANGUARD LIFESTRAT MOD GR INV MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.6M 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 | GREGORY & APPEL INC. EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC. | INDIANAPOLIS IN | 165 | $49.7M | $2.5M |
| 2 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $28K |
| 3 | KEMLON PRODUCTS & DEVELOPMENT GROUP INC. |
PEARLAND TX |
| 392 |
| $34.5M |
| $21K |
| 4 | GOREE ARCHITECTS INC. GOREE ARCHITECTS INC. 401K PLAN | HOUSTON TX | 155 | $7.4M | $21K |
| 5 | LARSON MANAGEMENT INC. LARSON MANAGEMENT INC. 401K PROFIT SHARING PLAN | EAU CLAIRE WI | 238 | $4.2M | $16K |
| 6 | BONE AND JOINT INSTITUTE OF TENNESSEE INC. BONE AND JOINT INSTITUTE OF TENNESSEE 403B PLAN | FRANKLIN TN | 298 | $9.1M | $6K |
| 7 | COLORART PRINTING LLC COLORART PRINTING LLC 401K PLAN | EUREKA MO | 1,311 | $11.7M | $5K |