Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard LifeStrategy Moderate Gr in their Schedule of Assets, totaling $14.5M 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 | MIDCONTINENT COMMUNICATIONS DBA MIDCO MIDCO 401(K) PLAN | MINNEAPOLIS MN | 1,752 | $179.1M | $11.5M |
| 2 | ISLAND PEER REVIEW ORGANIZATION, INC. ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN | LAKE SUCCESS NY | 344 | $63.4M | $1.8M |
| 3 | COOKE SCHOOL AND INSTITUTE |
NEW YORK NY |
| 292 |
| $24.0M |
| $432K |
| 4 | MIDCONTINENT MEDIA, INC. MIDCONTINENT MEDIA, INC. 401(K) PLAN | MINNEAPOLIS MN | 41 | $24.6M | $421K |
| 5 | MCFARLANE MANUFACTURING COMPANY, INC. MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN | SAUK CITY WI | 201 | $25.1M | $251K |
| 6 | TRANSPORTATION MANAGEMENT CONSULTANTS, INC. TRANSPORTATION SPECIALIST 401(K) & PROFIT SHARING PLAN | KANKAKEE IL | 225 | $6.5M | $77K |
| 7 | NORTHWEST HOSPITAL CENTER, INC. NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST | OWINGS MILLS MD | 887 | $55.8M | $2K |
