Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VALIC Vanguard Lifestrategy Moderate Fund in their Schedule of Assets, totaling $389K 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 | GLENWOOD INC GLENWOOD INC. 403(B) PLAN | BIRMINGHAM AL | 468 | $11.4M | $322K |
| 2 | KUUMBA COMMUNITY HEALTH & WELLNESS CENTER, INC. KUUMBA COMMUNITY HEALTH & WELLNESS CENTER, INC. SAFE HARBOR 403(B) RETIREMENT PLAN | ROANOKE VA | 108 | $3.5M | $41K |
| 3 | SOUTHEAST MISSISSIPPI RURAL HEALTH INITIATIVE, INC. |
HATTIESBURG MS |
| 265 |
| $14.8M |
| $21K |
| 4 | COMMUNITY RESIDENCES, INC. COMMUNITY RESIDENCES RETIREMENT PLAN | CHANTILLY VA | 447 | $16.7M | $5K |
