Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Lifestrategy modera in their Schedule of Assets, totaling $1.5M 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 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $562K |
| 2 | LIFECARE, INC. DBA FRIENDSHIP VILLAGE LIFECARE, INC. DBA FRIENDSHIP VILLAGE 403(B) EMPLOYER RETIREMENT PLAN | KALAMAZOO MI | 193 | $4.8M | $337K |
| 3 | EXODUS INTEGRITY SERVICES, INC. |
WILLOUGHBY OH |
| 62 |
| $3.2M |
| $268K |
| 4 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $151K |
| 5 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $62K |
| 6 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $53K |
| 7 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $38K |
| 8 | RUSSELL LANDSCAPE GROUP, INC. RUSSELL LANDSCAPE 401(K) PLAN | SUGAR HILL GA | 366 | $4.0M | $24K |
| 9 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $20K |
| 10 | ALLIANCE HEALTHCARE SERVICES ALLIANCE HEALTHCARE SERVICES EMPLOYEE RETIREMENT PLAN | MEMPHIS TN | 510 | $6.7M | $9K |
