Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding VALIC Vanguard Lifestrategy Modera # in their Schedule of Assets, totaling $1.7M 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 | RESURRECTION UNIVERSITY RETIREMENT SAVINGS PLAN RESURRECTION UNIVERSITY RETIREMENT SAVINGS PLAN | CHICAGO IL | 127 | $6.1M | $629K |
| 2 | WEST ALABAMA MENTAL HEALTH BOARD, INC. WEST ALABAMA MENTAL HEALTH BOARD, INC. 403(B) PLAN | DEMOPOLIS AL | 91 | $2.9M | $223K |
| 3 | INDEPENDENT SCHOOL COLLABORATIVE |
GREENSBORO NC |
| 4,083 |
| $449.0M |
| $220K |
| 4 | RINGLING COLLEGE OF ART AND DESIGN, INC. RINGLING COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SARASOTA FL | 587 | $56.2M | $172K |
| 5 | THE LAMBS FARM, INC. THE LAMBS FARM EMPLOYEE'S RETIREMENT PLAN | LIBERTYVILLE IL | 215 | $4.9M | $164K |
| 6 | FLORIDA STATE UNIVERSITY FOUNDATION, INC. FLORIDA STATE UNIVERSITY FOUNDATION, INC. 403(B) DEFINED CONTRIBUTION PLAN | TALLAHASSEE FL | 154 | $18.3M | $90K |
| 7 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $80K |
| 8 | SUNRISE COMMUNITY, INC. SUNRISE COMMUNITY, INC. THE EMPLOYEE PENSION BENEFIT PLAN | MIAMI FL | 2,988 | $26.0M | $70K |
| 9 | ECLC OF NJ ECLC OF NEW JERSEY RETIREMENT PLAN | CHATHAM NJ | 411 | $36.3M | $45K |
| 10 | SAMARITAN BETHANY, INC. SAMARITAN BETHANY, INC. 403(B) RETIREMENT PLAN | ROCHESTER MN | 136 | $5.8M | $24K |
