Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln Vanguard LifeStartegy Income Fund in their Schedule of Assets, totaling $401K 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 | PLAN PROFESSIONALS, LLC OPEN PEP | SHREWSBURY NJ | 18,762 | $355.0M | $401K |
