Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard LifeStrategy Conservative Growth Fund Investor Shares in their Schedule of Assets, totaling $1.2M 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 | COMMUNITY PROGRAMS, INC. COMMUNITY PROGRAMS, INC. 401(K) PROFIT SHARING PLAN & TRUST | WATERFORD MI | 138 | $4.1M | $1.0M |
| 2 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN | TOMBALL TX | 143 | $8.6M | $111K |
| 3 | NEW VISTA HEALTH SERVICES, LLC |
LA CRESCENTA CA |
| 227 |
| $3.2M |
| $24K |
| 4 | NEW VISTA HEALTH SERVICES, LLC NEW VISTA HEALTH SERVICES, LLC RETIREMENT SAVINGS PLAN | LA CRESCENTA CA | 315 | $2.9M | $23K |
| 5 | PREFIX CORPORATION PREFIX CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER HILLS MI | 175 | $10.0M | $16K |
