Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Moderate Growth Inv in their Schedule of Assets, totaling $4.4M 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 | AMERICAN UROLOGICAL ASSOCIATION EDUCATION & RESEARCH, INC. AUA DISCRETIONARY CONTRIBUTION PLAN | LINTHICUM MD | 115 | $21.5M | $1.5M |
| 2 | AMERICAN UROLOGICAL ASSOCIATION EDUCATION & RESEARCH, INC. AUA TAX SHELTERED ANNUITY PLAN | LINTHICUM MD | 140 | $23.8M | $1.1M |
| 3 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R |
FORT MYERS FL |
| 1,075 |
| $47.4M |
| $735K |
| 4 | NEWCOURTLAND ELDER SERVICES NEWCOURTLAND ELDER SERVICES 403(B) PLAN | PHILADELPHIA PA | 356 | $13.3M | $592K |
| 5 | WE FLORIDA FINANCIAL WE FLORIDA FINANCIAL WELFARE PLAN | PEMBROKE PINES FL | 121 | $14.1M | $460K |
