Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Lifestrategy Income Fund Mutual fund in their Schedule of Assets, totaling $21.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN | MENLO PARK CA | 481 | $72.7M | $9.6M |
| 2 | INTERSYSTEMS CORPORATION INTERSYSTEMS CORPORATION 401(K) PROFIT SHARING RETIREMENT PLAN | CAMBRIDGE MA | 914 | $341.1M | $5.5M |
| 3 | APPLIED ENTERPRISE MANAGEMENT CORPORATION |
CAMARILLO CA |
| 292 |
| $117.6M |
| $1.2M |
| 4 | GROUP VOYAGERS, INC. GROUP VOYAGERS, INC. EMPLOYEES' 401(K) PLAN | DENVER CO | 525 | $96.4M | $1.0M |
| 5 | AMERICA'S FAMILY BENEFIT PLANS BOARD OF TRUSTEES OF THE AMERICA'S FAMILY 401(K) BENEFIT TRUST FUND | WILLIAMSVILLE NY | 405 | $26.5M | $904K |
| 6 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $795K |
| 7 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $521K |
| 8 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $379K |
| 9 | 3A COMPOSITES HOLDING INC. 3A COMPOSITES 401(K) PLAN | DAVIDSON NC | 353 | $51.4M | $210K |
| 10 | CONTINUUM OF CARE INC CONTINUUM OF CARE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW HAVEN CT | 848 | $18.0M | $190K |
