Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Lifestrat Mod GR Inv in their Schedule of Assets, totaling $344K 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 | BROADWAY DENTAL, LLC BROADWAY DENTAL, LLC 401(K) PLAN | DENISON IA | 31 | $3.5M | $246K |
| 2 | PENINSULA HUMANE SOCIETY & SPCA PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN | BURLINGAME CA | 162 | $13.6M | $98K |
