Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard LifeStrategy Moderate Gr Inv Mutual funds in their Schedule of Assets, totaling $2.7M 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 | PROFESSIONAL BUILDING SYSTEMS, INC. PROFESSIONAL BUILDING SYSTEMS, INC. 401(K) PLAN | MIDDLEBURG PA | 938 | $15.2M | $2.1M |
| 2 | DASZKAL BOLTON LLP DASZKAL BOLTON, LLP 401(K) PLAN | BOCA RATON FL | 187 | $18.8M | $574K |
