Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Life Strategy Moderate Growth Fund Mutual fund in their Schedule of Assets, totaling $8.4M 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 | GORHAM SAVINGS BANK GORHAM SAVINGS BANK 401(K) INCENTIVE SAVINGS PLAN | GORHAM ME | 199 | $37.5M | $7.7M |
| 2 | ASPEQ HEATING GROUP LLC ASPEQ 401(K) SAVINGS PLAN | ST LOUIS MO | 436 | $21.4M | $542K |
| 3 | AMEREQUIP CORPORATION AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN |
KIEL WI |
| 203 |
| $2.0M |
| $89K |
| 4 | NEW ROADS SCHOOL NEW ROADS SCHOOL 403(B) PLAN | SANTA MONICA CA | 178 | $10.4M | $44K |
| 5 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $5K |
| 6 | MCCREARY, VESELKA, BRAGG & ALLEN P.C. MCCREARY,VESELKA,BRAGG & ALLEN, P.C. 401(K) PROFIT SHARING PLAN & TRUST | ROUND ROCK TX | 193 | $26.5M | $5K |
