Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Life Strategy Income Fund in their Schedule of Assets, totaling $1.0M 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 | PENNSYLVANIA MEDICAL SOCIETY PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN | MECHANICSBURG PA | 86 | $17.8M | $523K |
| 2 | XSOLIS, INC. XSOLIS 401(K) RETIREMENT PLAN | FRANKLIN TN | 288 | $14.6M | $361K |
| 3 | ENERVISE, INC. ENERVISE, INC. SAVINGS & INVESTMENT PLAN |
BLUE ASH OH |
| 112 |
| $8.9M |
| $86K |
| 4 | LAWRENCE GROUP PEOPLE, LLC LAWRENCIAN OMNISCIENT OCCUPATIONAL TRUST | ST. LOUIS MO | 160 | $22.5M | $34K |
| 5 | LINCOLN COUNTY BANCORP, INC. LINCOLN COUNTY BANCORP, INC. PROFIT SHARING PLAN | TROY MO | 203 | $27.0M | $10K |
| 6 | BOLD PENGUIN, INC. BOLD PENGUIN 401(K) PLAN | DUBLIN OH | 207 | $18.7M | $10K |
| 7 | NRI USA, LLC NRI USA, LLC 401(K) PLAN | LOS ANGELES CA | 654 | $1.8M | $3K |
