Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Growth Fund in their Schedule of Assets, totaling $50.0M 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 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $11.1M |
| 2 | WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN | DARIEN IL | 211 | $38.6M | $10.2M |
| 3 | MOSELEY ARCHITECTS, P.C. MOSELEY ARCHITECTS, P.C. 401(K) PLAN |
RICHMOND VA |
| 337 |
| $76.5M |
| $6.8M |
| 4 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $5.2M |
| 5 | CALUMET CARTON COMPANY CALUMET CARTON COMPANY EMPLOYEE RETIREMENT TRUST | SOUTH HOLLAND IL | 116 | $14.0M | $3.6M |
| 6 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SOUTH HOLLAND IL | 187 | $47.5M | $2.2M |
| 7 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN & TRUST | ROSEMONT IL | 133 | $31.2M | $1.7M |
| 8 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN | VANCOUVER WA | 253 | $74.3M | $1.5M |
| 9 | DUNLAP & KYLE CO., INC. THE DUNLAP & KYLE CO., INC. PROFIT SHARING PLAN AND TRUST | BATESVILLE MS | 1,763 | $133.2M | $936K |
| 10 | BLACK'S TIRE SERVICE, INC. BLACK'S TIRE SERVICE, INC. 401(K) RETIREMENT PLAN | WHITEVILLE NC | 913 | $33.4M | $924K |
