Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Lifestrategy Income Fund Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION | CHICAGO IL | 202 | $48.8M | $755K |
| 2 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN | MT. LAUREL NJ | 112 | $77.6M | $272K |
| 3 | HOFFMAN TRANSPORTATION |
CHANNAHON IL |
| 254 |
| $24.2M |
| $62K |
| 4 | THE SANTA FE OPERA THE SANTA FE OPERA'S RETIREMENT PLAN | SANTA FE NM | 125 | $9.3M | $52K |
| 5 | COBB MECHANICAL CONTRACTORS, INC. COBB MECHANICAL CONTRACTORS, INC. 401 (K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 201 | $31.0M | $9K |
