Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Cnsrv Gr Inv in their Schedule of Assets, totaling $11.2M 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 | CENTRAL SERVICE CORPORATION THE CENTRAL SERVICE CORPORATION THRIFT INCENTIVE SAVINGS PLAN | ENID OK | 346 | $38.6M | $3.5M |
| 2 | ALL IN FEDERAL CREDIT UNION ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | DALEVILLE AL | 448 | $29.7M | $2.0M |
| 3 | OPN ARCHITECTS, INC. |
CEDAR RAPIDS IA |
| 110 |
| $40.4M |
| $1.0M |
| 4 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $726K |
| 5 | ALTAONE FEDERAL CREDIT UNION ALTAONE FEDERAL CREDIT UNION 401(K) PLAN | RIDGECREST CA | 186 | $10.7M | $696K |
| 6 | GDS ASSOCIATES, INC. GDS ASSOCIATES, INC. 401(K) PROFIT SHARING & SALARY DEFERRAL PLAN | MARIETTA GA | 186 | $83.7M | $531K |
| 7 | WE FLORIDA FINANCIAL WE FLORIDA FINANCIAL WELFARE PLAN | PEMBROKE PINES FL | 121 | $14.1M | $495K |
| 8 | UNITED HERITAGE CREDIT UNION UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN | AUSTIN TX | 208 | $10.9M | $472K |
| 9 | ONYX CREATIVE, INC. ONYX CREATIVE, INC. PROFIT SHARING AND 401(K) PLAN | CLEVELAND OH | 152 | $30.6M | $257K |
| 10 | GATEWAY REHABILITATION CENTER GATEWAY REHABILITATION CENTER 401(K) PROFIT SHARING PLAN | MOON TOWNSHIP PA | 538 | $17.4M | $256K |
