Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard LifeStrategy Income Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $2.2M 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 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $789K |
| 2 | LIDESTRI FOODS, INC. LIDESTRI FOODS, INC. 401(K) PLAN | FAIRPORT NY | 874 | $66.0M | $575K |
| 3 | SEAVIEW ORTHOPAEDICS & MEDICAL ASSOCIATES SEAVIEW ORTHOPAEDICS 401(K) PLAN |
OCEAN TOWNSHIP NJ |
| 387 |
| $54.6M |
| $439K |
| 4 | INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE AZ | 131 | $12.5M | $178K |
| 5 | TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND TX | 278 | $16.1M | $108K |
| 6 | GREATER CLEVELAND FOOD BANK GREATER CLEVELAND FOOD BANK 403(B) PLAN | CLEVELAND OH | 188 | $7.4M | $82K |
| 7 | HAYES MEDICAL STAFFING, LLC HAYES MEDICAL STAFFING LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE FL | 268 | $11.2M | $46K |
