Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VG LifeStrat Grw SAB1 Pooled separate account in their Schedule of Assets, totaling $4.6M 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 | WESTERN PACIFIC ROOFING CORP WEST PAC-STONE EMPLOYEE RETIREMENT PLAN | PALMDALE CA | 160 | $17.5M | $3.0M |
| 2 | GAMMA AEROSPACE LLC GAMMA AEROSPACE LLC PROFIT SHARING PLAN | MANSFIELD TX | 153 | $6.1M | $806K |
| 3 | FLIGHT SYSTEMS INDUSTRIAL PRODUCTS, INC. FLIGHT SYSTEMS INDUSTRIAL PRODUCTS, INC. 401(K) SAVINGS PLAN |
CARLISLE PA |
| 105 |
| $8.1M |
| $672K |
| 4 | VALLEY STREAM OPERATOR 1 LLC DBA BLUEGRASS HEALTH PARTNERS BLUEGRASS HEALTH PARTNERS 401(K) PLAN | RICHMOND KY | 1,204 | $6.3M | $49K |
