Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard LifeStrat Income Fund Inv Pooled separate account - in their Schedule of Assets, totaling $495K 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 | 24 SEVEN, LLC 24 SEVEN, LLC 401(K) PLAN | MELVILLE NY | 3,310 | $59.0M | $492K |
| 2 | BIOURJA HOLDINGS, LLC BIOURJA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 131 | $12.5M | $3K |