Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Lifestrategy Income Fund in their Schedule of Assets, totaling $162K 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 | MIDCON CABLES CO., INC. MIDCON CABLES 401(K) PLAN AND TRUST | JOPLIN MO | 208 | $7.8M | $97K |
| 2 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $57K |
| 3 | POSITIVE BEHAVIOR SUPPORTS CORPORATION POSITIVE BEHAVIOR SUPPORTS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST |
STUART FL |
| 3,357 |
| $26.3M |
| $8K |
