Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vgd LifeStrategy Growth Inv Fd in their Schedule of Assets, totaling $1.0M 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 | ENVISION MANAGEMENT, LLC ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,570 | $54.0M | $554K |
| 2 | PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK NY | 254 | $23.6M | $328K |
| 3 | NAVAJO NATION GAMING ENTERPRISE NAVAJO NATION GAMING ENTERPRISE 401(K) SAVINGS PLAN |
CHURCH ROCK NM |
| 1,077 |
| $24.2M |
| $114K |
| 4 | HOLLINS MANAGEMENT GROUP, INC. HOLLINS MANAGEMENT GROUP, INC.401(K) PLAN | UPLAND CA | 4,891 | $9.1M | $11K |
| 5 | CALDWELL HOSPICE AND PALLIATIVE CARE, INC. CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN | LENOIR NC | 252 | $10.6M | $686 |
