Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard LifeStrategy Growth Fund Investor Shares in their Schedule of Assets, totaling $6.8M 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 | UNIVERSITY NEUROSURGICAL ASSOCIATES P.C. UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN | SOUTHFIELD MI | 93 | $12.7M | $6.4M |
| 2 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN | TOMBALL TX | 143 | $8.6M | $410K |
| 3 | ROYSTON, RAYZOR, VICKERY & WILLIAMS, LLP |
HOUSTON TX |
| 103 |
| $21.5M |
| $2K |
