Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Lifestrategy Income Mutual fund in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE NY | 3,057 | $228.2M | $2.5M |
| 2 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 1,120 | $17.9M | $298K |
| 3 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS |
SEATTLE WA |
| 216 |
| $29.5M |
| $249K |
| 4 | SYNQOR, INC. SYNQOR, INC. 401(K) PLAN | BOXBOROUGH MA | 273 | $22.0M | $190K |
| 5 | NCMIC GROUP, INC. NCMIC GROUP, INC. RETIREMENT SAVINGS PLAN | CLIVE IA | 208 | $63.4M | $87K |
| 6 | SILA SOLUTIONS GROUP SILA SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN | GREAT FALLS VA | 48 | $21.8M | $84K |
| 7 | ITR AMERICA, LLC ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN | HOBART IN | 223 | $15.8M | $24K |
| 8 | PHYSICIANS GROUP SERVICES, P.A. DBA FAMILY MEDICAL CENTERS FAMILY MEDICAL CENTERS RETIREMENT SAVINGS PLAN | ORANGE PARK FL | 363 | $10.9M | $22K |
| 9 | GOBRANDS, INC. GOBRANDS, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 4,198 | $76.6M | $18K |
