Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Life Strategy Income Registered Investment Company in their Schedule of Assets, totaling $502K 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 | FAMILY MEDICAL CENTER OF MICHIGAN FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN | TEMPERANCE MI | 160 | $9.8M | $161K |
| 2 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $111K |
| 3 | GRADIENT FINANCIAL GROUP LLC |
ARDEN HILLS MN |
| 312 |
| $20.5M |
| $55K |
| 4 | KARPINSKI ENGINEERING, INC. KARPINSKI ENGINEERING, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 126 | $24.8M | $50K |
| 5 | ARISE VIRTUAL SOLUTIONS INC. ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN | MIRAMAR FL | 190 | $20.3M | $44K |
| 6 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $39K |
| 7 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $33K |
| 8 | PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 429 | $28.3M | $9K |
