Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vanguard lifeStrategy Moderate Gr Inv in their Schedule of Assets, totaling $18.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $3.8M |
| 2 | ALL IN FEDERAL CREDIT UNION ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | DALEVILLE AL | 448 | $29.7M | $3.3M |
| 3 | D & M CONTRACTING, INC. |
NEW ALEXANDRIA PA |
| 120 |
| $9.0M |
| $2.2M |
| 4 | PRIMARY CARE PARTNERS, LLC PCP/AHP/ABS 401(K) PROFIT SHARING PLAN | MORRIS PLAINS NJ | 439 | $45.1M | $2.2M |
| 5 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK PROFIT SHARING PLAN | TARRYTOWN NY | 294 | $11.7M | $1.7M |
| 6 | FIRST SERVICE CREDIT UNION FIRST SERVICE CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 269 | $17.1M | $1.1M |
| 7 | CAPSTONE LOGISTICS, LLC CAPSTONE 401(K) PLAN | PEACHTREE CORNERS GA | 11,670 | $50.3M | $844K |
| 8 | MANCO ABBOTT, INC. MANCO ABBOTT, INC. 401(K) PLAN | FRESNO CA | 140 | $5.6M | $635K |
| 9 | ALTAONE FEDERAL CREDIT UNION ALTAONE FEDERAL CREDIT UNION 401(K) PLAN | RIDGECREST CA | 186 | $10.7M | $585K |
| 10 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $544K |
