Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard LifeStrategy Income Inv Registered Investment Company in their Schedule of Assets, totaling $252K 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 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN | BREA CA | 254 | $33.3M | $186K |
| 2 | MAINLINE INVESTMENT PARTNERS, LLC MAINLINE MERION 401(K) PLAN | WYNNEWOOD PA | 111 | $20.5M | $45K |
| 3 | CLOUD IMPERIUM GAMES TEXAS, LLC CLOUD IMPERIUM GAMES TEXAS, LLC 401(K) PLAN |
BEE CAVE TX |
| 116 |
| $5.5M |
| $20K |
| 4 | PARK FINANCIAL GROUP, INC. PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 149 | $22.7M | $1K |
