Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 401k Generation, Inc. Legacy Funds Moderate Fund Model funds in their Schedule of Assets, totaling $285K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PALMAS SERVICES LLC PALMAS SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAKE BUENA VISTA FL | 261 | $4.9M | $214K |
| 2 | SPRINGS FOOD SERVICE LLC SPRINGS FOOD SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST | LAKE BUENA VISTA FL | 118 | $1.2M | $71K |
