Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding VAN LS INCOME - INV in their Schedule of Assets, totaling $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASONRY REINFORCING CORPORATION MASONRY REINFORCING CORPORATION OF AMERICA 401(K) PROFIT SHARING | CHARLOTTE NC | 173 | $16.2M | $6.2M |
| 2 | IT CONVERGENCE IT CONVERGENCE 401(K) PLAN | FARMERS BRANCH TX | 72 | $10.3M | $1.7M |
| 3 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN |
ENCINAL TX |
| 586 |
| $43.4M |
| $795K |
| 4 | OCALA BREEDERS SALES CO., INC. OCALA BREEDERS SALES CO., INC. 401(K) PROFIT SHARING PLAN | OCALA FL | 107 | $5.3M | $539K |
| 5 | INNOVATION INDUSTRIES, INC. INNOVATION INDUSTRIES, INC. 401(K) PLAN AND TRUST | RUSSELLVILLE AR | 272 | $29.0M | $430K |
| 6 | FPL FOOD, LLC FPL FOOD, LLC 401(K) PLAN | AUGUSTA GA | 1,022 | $7.5M | $324K |
| 7 | ATLANTA BONDED WAREHOUSE CORP ATLANTA BONDED WAREHOUSE CORP 401(K) RETIREMENT PLAN | KENNESAW GA | 910 | $67.2M | $311K |
| 8 | LIBERTY ADMIN SERVICES, LLC LIBERTY ADMIN SERVICES, LLC 401(K) RETIREMENT PLAN | MERCER ISLAND WA | 202 | $14.9M | $305K |
| 9 | PRIORITY ONE SERVICES, INC. PRIORITY ONE SERVICES, INC. RETIREMENT PLAN | ALEXANDRIA VA | 418 | $17.4M | $281K |
| 10 | MIDDLETOWN MEDICAL, P.C. MIDDLETOWN MEDICAL, P.C. 401(K) PROFIT SHARING PLAN | MIDDLETOWN NY | 584 | $19.4M | $274K |
