Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Lifestrategy Modera Fund in their Schedule of Assets, totaling $376K 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 | TOTAL EDUCATION SOLUTIONS, INC. TOTAL EDUCATION SOLUTIONS, INC. 401(K) PLAN | SOUTH PASADENA CA | 471 | $17.3M | $294K |
| 2 | CHRISTOPHER HOUSE CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 206 | $6.0M | $82K |