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 - in their Schedule of Assets, totaling $4.2M 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 | THE PHILADELPHIA SCHOOL THE PHILADELPHIA SCHOOL 403(B) DC PLAN | PHILADELPHIA PA | 118 | $20.8M | $3.2M |
| 2 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK 403(B) PLAN | TARRYTOWN NY | 370 | $14.6M | $701K |
| 3 | LOS ANGELES LGBT CENTER LOS ANGELES LGBT CENTER 403(B) ERISA PLAN |
LOS ANGELES CA |
| 337 |
| $28.8M |
| $204K |
| 4 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN | HOUSTON TX | 1,190 | $70.6M | $36K |
| 5 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $27K |
