Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard LifeStrat Income Fd Inv in their Schedule of Assets, totaling $137K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $104K |
| 2 | ACUTE CARE HEALTH SYSTEM ACUTE CARE HEALTH SYSTEM 401(K) P/S PLAN | OCEANPORT NJ | 119 | $13.1M | $23K |
| 3 | JIMCOR AGENCY, INC JIMCOR RETIREMENT SAVINGS PLAN |
MONTVALE NJ |
| 165 |
| $33.3M |
| $6K |
| 4 | GRANT MEDICAL TRANSPORTATION, INC. AMBITRANS MEDICAL TRANSPORT 401(K) PLAN | CHARLOTTE HARBOR FL | 121 | $2.5M | $3K |
