Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Lifestrategy Income Inv Mutual Fund n/a in their Schedule of Assets, totaling $85K 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 | WELSCO, INC. WELSCO, INC. 401(K) PLAN | NORTH LITTLE ROCK AR | 105 | $9.8M | $54K |
| 2 | AMAX ENGINEERING CORPORATION AMAX PROFIT SHARING 401(K) PLAN | FREMONT CA | 136 | $25.7M | $29K |
| 3 | HOPPER (USA), INC. HOPPER 401(K) PLAN | BOSTON MA |
| 242 |
| $17.6M |
| $2K |
