Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Moderate Growth in their Schedule of Assets, totaling $26.3M 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 | E. O. JOHNSON COMPANY, INC. E. O. JOHNSON COMPANY, INC. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 309 | $48.0M | $8.8M |
| 2 | ISLAND PEER REVIEW ORGANIZATION, INC. RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC. | LAKE SUCCESS NY | 311 | $55.0M | $3.0M |
| 3 | CENTRAL SERVICE CORPORATION |
ENID OK |
| 346 |
| $38.6M |
| $1.9M |
| 4 | OAHU WASTE SERVICES, INC OAHU WASTE SERVICES, INC 401(K) PROFIT SHARING PLAN | HONOLULU HI | 260 | $17.9M | $1.6M |
| 5 | ALLIANCE COLLECTION AGENCIES, INC. ALLIANCE COLLECTION AGENCIES, INC. 401(K) PLAN | MARSHFIELD WI | 121 | $6.5M | $1.6M |
| 6 | QUALUS CORP QUALUS 401(K) PLAN | LAKE MARY FL | 1,461 | $96.1M | $1.5M |
| 7 | SWAT FAME, INC. SWAT FAME, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 180 | $20.5M | $1.1M |
| 8 | LIFEBRIDGE HEALTH PRACTICE DYNAMICS 401(K) PLAN | OWINGS MILLS MD | 797 | $84.5M | $974K |
| 9 | OPRONA, INC. DBA ROSEN USA, INC. ROSEN USA 401(K) PLAN | HOUSTON TX | 624 | $47.7M | $960K |
| 10 | NORTHWEST HOSPITAL CENTER, INC. THE NORTHWEST HOSPITAL CENTER, INC. 403(B) MATCHING RETIREMENT PLAN | OWNINGS MILLS MD | 2,467 | $107.9M | $927K |
