Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Lifestrategy Income Fund Conservative Asset Allocation in their Schedule of Assets, totaling $125K 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 | SOBEL WESTEX, INC. SOBEL WESTEX, INC. PROFIT SHARING 401(K) PLAN | LAS VEGAS NV | 121 | $7.8M | $125K |
