Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Conservative Growth in their Schedule of Assets, totaling $20.9M 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 | PREVAILING ASSET MANAGEMENT LLC PREVAILING POOLED EMPLOYER PLAN | GREENVILLE SC | 1,462 | $27.8M | $16.2M |
| 2 | MGA RESEARCH CORPORATION MGA RESEARCH CORPORATION 401(K) RETIREMENT PLAN | AKRON NY | 159 | $41.4M | $1.8M |
| 3 | E. O. JOHNSON COMPANY, INC. E. O. JOHNSON COMPANY, INC. 401(K) PROFIT SHARING PLAN |
WAUSAU WI |
| 309 |
| $48.0M |
| $1.3M |
| 4 | SIFCO INDUSTRIES, INC. SIFCO INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN | CLEVELAND OH | 146 | $19.3M | $681K |
| 5 | NEWCOURTLAND ELDER SERVICES NEWCOURTLAND ELDER SERVICES 403(B) PLAN | PHILADELPHIA PA | 356 | $13.3M | $357K |
| 6 | NORTHWEST HOSPITAL CENTER, INC. THE NORTHWEST HOSPITAL CENTER, INC. 403(B) MATCHING RETIREMENT PLAN | OWNINGS MILLS MD | 2,467 | $107.9M | $242K |
| 7 | MID ATLANTIC CAPITAL GROUP MID ATLANTIC CAPITAL GROUP RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 827 | $70.8M | $135K |
| 8 | BURKE AMERICA PARTS GROUP, L.L.C. BURKE AMERICA 401(K) PLAN | CHICAGO IL | 198 | $8.0M | $103K |
| 9 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $63K |
| 10 | ALLIANCE COLLECTION AGENCIES, INC. ALLIANCE COLLECTION AGENCIES, INC. 401(K) PLAN | MARSHFIELD WI | 121 | $6.5M | $55K |
