Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Vanguard Lifestrategy Income Portfolio in their Schedule of Assets, totaling $80K 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 | DIAMOND HILL INVESTMENT GROUP, INC. DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST | COLUMBUS OH | 129 | $94.2M | $80K |
