Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard LifeStrat Income Fd Inv Pooled Separate Account in their Schedule of Assets, totaling $513K 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 | SYFAN LOGISTICS, INC. SYFAN LOGISTICS 401(K) PLAN | GAINESVILLE GA | 377 | $14.4M | $210K |
| 2 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $113K |
| 3 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN |
RIVER EDGE NJ |
| 266 |
| $6.8M |
| $103K |
| 4 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN | WESTBOROUGH MA | 127 | $13.3M | $27K |
| 5 | WHITE RIVER BANCSHARES COMPANY WHITE RIVER BANCSHARES COMPANY 401(K) PLAN | FAYETTEVILLE AR | 200 | $20.4M | $23K |
| 6 | AVIONTE, LLC AVIONTE, LLC 401(K) PLAN | BLOOMINGTON MN | 298 | $17.6M | $21K |
| 7 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $12K |
| 8 | PARAGON INDUSTRIES, INC. DBA BEDROSIANS BEDROSIANS 401(K) PLAN | FRESNO CA | 628 | $6.3M | $3K |
