Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Life Strategy Mod. Growth Registered Investment Company in their Schedule of Assets, totaling $967K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN | WESTWOOD NJ | 215 | $38.0M | $714K |
| 2 | FAMILY MEDICAL CENTER OF MICHIGAN FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN | TEMPERANCE MI | 160 | $9.8M | $216K |
| 3 | ARISE VIRTUAL SOLUTIONS INC. |
MIRAMAR FL |
| 190 |
| $20.3M |
| $32K |
| 4 | GOOD SOURCE SOLUTIONS, INC. GOOD SOURCE SOLUTIONS, INC. 401(K) PLAN | CARLSBAD CA | 199 | $13.0M | $5K |
