Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Vanguard LifeStrategy Income Fund - in their Schedule of Assets, totaling $13.3M 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 | IVAN WARE & SON INC. IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 173 | $32.4M | $1.6M |
| 2 | HUGHES GROUP, INC. HUGHES GROUP, INC. 401(K) PLAN | JEFFERSONVILLE IN | 180 | $12.1M | $1.5M |
| 3 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN |
HUNTSVILLE AL |
| 228 |
| $88.1M |
| $1.2M |
| 4 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $1.1M |
| 5 | G & S COMMUNICATIONS INC. GIBBS & SOELL, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 165 | $31.6M | $778K |
| 6 | CHAPEL HILL TIRE COMPANY, INC. CHAPEL HILL TIRE COMPANY, INC. RETIREMENT PLAN | CHAPEL HILL NC | 139 | $12.0M | $773K |
| 7 | INDUSTRIAL MARKETING INC SLAY INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 257 | $21.3M | $630K |
| 8 | CATHOLIC CHARITIES HAWAI'I CATHOLIC CHARITIES HAWAI'I RETIREMENT SAVINGS PLAN | HONOLULU HI | 318 | $21.3M | $609K |
| 9 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN | HOPKINTON MA | 498 | $65.9M | $526K |
| 10 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $486K |
