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 Shares in their Schedule of Assets, totaling $170K 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 | BIOMATRIX SPECIALTY PHARMACY, LLC BIOMATRIX SPECIALTY PHARMACY, LLC 401(K) PLAN | PLANTATION FL | 266 | $19.9M | $70K |
| 2 | FIRST SAVINGS MORTGAGE CORPORATION FIRST SAVINGS MORTGAGE CORPORATION 401(K) SALARY REDUCTION PLAN | MCLEAN VA | 153 | $63.3M | $62K |
| 3 | LOGISTEC USA INC. |
BALTIMORE MD |
| 394 |
| $22.1M |
| $20K |
| 4 | SABROSURA FOODS, LLC SABROSURA FOODS, LLC RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 440 | $10.9M | $18K |
