Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Modera in their Schedule of Assets, totaling $418K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE PASADENA HUMANE SOCIETY THE PASADENA HUMANE SOCIETY ERISA 403(B) | PASADENA CA | 156 | $6.8M | $281K |
| 2 | LEGAL AID SOCIETY OF SOUTHEAST AND CENTRAL OHIO LEGAL AID SOCIETY OF COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS OH | 92 | $8.8M | $55K |
| 3 | ACE CLEARWATER ENTERPRISES |
TORRANCE CA |
| 136 |
| $9.2M |
| $43K |
| 4 | CORAM DEO ACADEMY, INC. CORAM DEO ACADEMY 403(B)RETIREMENT PLAN | LEWISVILLE TX | 373 | $5.6M | $21K |
| 5 | MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. RETIREMENT PLAN | ASHEVILLE NC | 1,092 | $73.8M | $11K |
| 6 | LEGAL AID SOCIETY OF COLUMBUS LEGAL AID SOCIETY OF COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS OH | 99 | $7.7M | $9K |
