Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Lifestrategy Income Inv Mutual fund in their Schedule of Assets, totaling $14.2M 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 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $9.2M |
| 2 | PREMIER HEALTH ASSOCIATES, LLC PHA, LLC 401(K) PROFIT SHARING PLAN | SPARTA NJ | 158 | $30.3M | $1.2M |
| 3 | ACCESS REHAB CENTERS, LLC ACCESS REHAB CENTERS, LLC 401(K) PLAN |
WATERBURY CT |
| 195 |
| $16.7M |
| $1.1M |
| 4 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN | EUGENE OR | 648 | $47.9M | $375K |
| 5 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $325K |
| 6 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS | DALLAS TX | 492 | $60.9M | $286K |
| 7 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $250K |
| 8 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $238K |
| 9 | DENTISTRY VCU DENTISTRY@VCU 401(K) RETIREMENT PLAN | RICHMOND VA | 186 | $14.8M | $149K |
| 10 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 167 | $12.3M | $120K |
