Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Moderate Growth Lifestyle in their Schedule of Assets, totaling $1.8M 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 | LIFECARE, INC. DBA FRIENDSHIP VILLAGE LIFECARE, INC. DBA FRIENDSHIP VILLAGE 403(B) EMPLOYER RETIREMENT PLAN | KALAMAZOO MI | 193 | $4.8M | $417K |
| 2 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $371K |
| 3 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. |
TAMPA FL |
| 0 |
| $40.9M |
| $177K |
| 4 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $166K |
| 5 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $137K |
| 6 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $103K |
| 7 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $72K |
| 8 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $60K |
| 9 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $60K |
| 10 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $59K |
