Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Lifestrategy Income Inv in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. AGC RETIREMENT SAVINGS PLAN | ATLANTA GA | 5,784 | $227.0M | $1.2M |
| 2 | VADEN HOLDING, INC. VADEN HOLDING, INC. 401(K) PROFIT SHARING PLAN | SAVANNAH GA | 595 | $17.7M | $398K |
| 3 | HIGHGATE HOTELS, L.P. DBA 'ALOHILANI RESORT WAIKIKI BEACH |
HONOLULU HI |
| 384 |
| $18.4M |
| $308K |
| 4 | SPEEDY METALS, LLC SPEEDY METALS, LLC PROFIT SHARING 401(K) PLAN AND TRUST | NEW BERLIN WI | 133 | $5.8M | $183K |
| 5 | BOSTON, INC. DBA FURNITURE & APPLIANCE MART BOSTON, INC. PROFIT SHARING PLAN | STEVENS POINT WI | 465 | $16.9M | $179K |
| 6 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $97K |
| 7 | KINGSWAY ARMS NURSING CENTER, INC. KINGSWAY COMMUNITY / MOHAWK AMBULANCE 401(K) PLAN | SCHENECTADY NY | 725 | $21.8M | $85K |
| 8 | SANGOMA US INC. SANGOMA US INC. 401K PLAN | SARASOTA FL | 399 | $40.0M | $60K |
| 9 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $48K |
| 10 | PORTE BROWN LLC PORTE BROWN LLC 401(K) PROFIT SHARING PLAN | ELK GROVE VILLAGE IL | 137 | $38.8M | $45K |
