Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard LifeStrategy Income Investor in their Schedule of Assets, totaling $2.3M 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 | HOME FEDERAL BANK OF TENNESSEE HOME FEDERAL BANK OF TENNESSEE 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 365 | $75.4M | $1.2M |
| 2 | ACMH, INC. ACMH, INC. TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 376 | $15.2M | $592K |
| 3 | MAUI OIL COMPANY, INC. MAUI OIL CO, INC 401(K) PROFIT SHARING PLAN |
KAHULUI HI |
| 118 |
| $16.1M |
| $318K |
| 4 | STRETTO STRETTO 401(K) RETIREMENT PLAN | IRVINE CA | 314 | $41.3M | $193K |
