Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard LifeStrategy Moderate Growth Fund Investor in their Schedule of Assets, totaling $6.6M 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 | $6.3M |
| 2 | FIRST BASIN CREDIT UNION FIRST BASIN CREDIT UNION 401(K) PLAN | WEST ODESSA TX | 77 | $5.0M | $222K |
| 3 | REDWOOD LIVING, INC. REDWOOD LIVING, INC. 401(K) PLAN |
INDEPENDENCE OH |
| 605 |
| $22.9M |
| $42K |
