Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Vanguard Lifestrategy Income Inv in their Schedule of Assets, totaling $43K 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 | CARECONNECT HEALTH, INC CARECONNECT HEALTH 403(B) TAX-DEFERRED ANNUITY PLAN | RICHLAND GA | 627 | $12.0M | $23K |
| 2 | COASTAL SPECIALTY FOREST PRODUCTS, INC. COASTAL SPECIALTY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | BOW NH | 167 | $13.9M | $20K |
