Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Lifestrategy Income Fund Investor Shares in their Schedule of Assets, totaling $157.0M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST | VANDALIA OH | 8,041 | $533.3M | $155.3M |
| 2 | AMS MECHANICAL HOLDINGS, INC. AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | WOODRIDGE IL | 169 | $79.9M | $839K |
| 3 | TUV SUD AMERICA, INC. |
WAKEFIELD MA |
| 892 |
| $131.3M |
| $496K |
| 4 | VALIDITY INC. VALIDITY INC. 401(K) PLAN | BOSTON MA | 184 | $25.7M | $148K |
| 5 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $74K |
| 6 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN | NEW YORK NY | 207 | $19.6M | $52K |
| 7 | GRAB TECHNOLOGY LLC GRAB TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 17 | $12.7M | $20K |
| 8 | PUMPMAN HOLDINGS LLC PUMPMAN HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | SADDLE BROOK NJ | 0 | $0 | $2K |
| 9 | WINGS N MORE RESTAURANTS LLC WINGS N MORE RESTAURANTS LLC 401(K) PLAN | COLLEGE STATION TX | 123 | $5.1M | $2K |
