Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Vanguard LifeStrategy Income Inv Vanguard 0 in their Schedule of Assets, totaling $5.0M 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 | MCGOWAN & COMPANY, INC. MCGOWAN & COMPANY, INC. 401(K) PLAN | FAIRVIEW PARK OH | 495 | $29.7M | $779K |
| 2 | ONE NEVADA CREDIT UNION ONE NEVADA CREDIT UNION 401(K) PLAN | LAS VEGAS NV | 179 | $35.4M | $465K |
| 3 | D.G. YUENGLING & SON, INC. D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN |
POTTSVILLE PA |
| 332 |
| $63.4M |
| $432K |
| 4 | JAMES RIVER AIR CONDITIONING COMPANY JAMES RIVER AIR CONDITIONING COMPANY 401(K) PROFIT SHARING PLAN | RICHMOND VA | 171 | $15.2M | $321K |
| 5 | SALUD PARA LA GENTE SALUD PARA LA GENTE 401(K) PLAN | WATSONVILLE CA | 512 | $23.7M | $312K |
| 6 | FEMA CORP. OF MICHIGAN, INC FEMA CORP. OF MICHIGAN, INC PS RET PLAN | PORTAGE MI | 227 | $47.3M | $299K |
| 7 | PRESTON CHEVROLET-CARDILLAC INC. PRESTON CHEVROLET-CADILLAC INC. 401(K) PLAN | BURTON OH | 172 | $14.5M | $256K |
| 8 | ALEGACY GROUP ALEGACY GROUP RETIREMENT PLAN | WALLER TX | 218 | $12.7M | $223K |
| 9 | CRESTEK, INC AND SUBSIDIARIES FKA CREST ULTRASONICS CRESTEK DEFERRED SAVINGS PLAN FKA CREST UTHE DEFERRED SAVINGS PLAN | EWING NJ | 122 | $8.1M | $166K |
| 10 | STAHL (USA) INC. STAHL (USA) 401(K) PLAN | ITASCA IL | 132 | $28.6M | $162K |
