Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Life Strategy Moderate Growth Fund in their Schedule of Assets, totaling $10.5M 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 | PENNSYLVANIA MEDICAL SOCIETY PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN | MECHANICSBURG PA | 86 | $17.8M | $6.0M |
| 2 | GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN | MENASHA WI | 1,292 | $25.2M | $2.1M |
| 3 | ENERVISE, INC. |
BLUE ASH OH |
| 112 |
| $8.9M |
| $885K |
| 4 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $608K |
| 5 | XSOLIS, INC. XSOLIS 401(K) RETIREMENT PLAN | FRANKLIN TN | 288 | $14.6M | $331K |
| 6 | FAMILY SERVICE LEAGUE, INC. 403(B) THRIFT PLAN OF FAMILY SERVICE LEAGUE, INC. | HUNTINGTON NY | 430 | $19.6M | $168K |
| 7 | TECHNIQUE, INC. TECHNIQUE, INC. RETIREMENT SAVINGS PLAN | JACKSON MI | 285 | $7.0M | $114K |
| 8 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,491 | $37.9M | $80K |
| 9 | BOLD PENGUIN, INC. BOLD PENGUIN 401(K) PLAN | DUBLIN OH | 207 | $18.7M | $29K |
| 10 | FAMILY SERVICE LEAGUE, INC. EMPLOYEE BENEFIT PLAN OF FAMILY SERVICE LEAGUE. INC. | HUNTINGTON NY | 112 | $4.8M | $21K |
