Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Cnsrv Gr Inv N/R in their Schedule of Assets, totaling $454K 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 | S & H REALTY MANAGEMENT, LLP S & H REALTY MANAGEMENT, LLP 401(K) PLAN | MINNEAPOLIS MN | 100 | $5.1M | $198K |
| 2 | PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE PARTNER ENGINEERING AND SCIENCE 401(K) PLAN | TORRANCE CA | 1,253 | $108.7M | $183K |
| 3 | NESS USA, INC. |
CANONSBURG PA |
| 157 |
| $17.2M |
| $73K |
