Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Lifestrategy Income in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RENAISSANCE LEARNING, INC. RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN | WISCONSIN RAPIDS WI | 1,753 | $217.3M | $1.4M |
| 2 | CAROLINAS TELCO FEDERAL CREDIT UNION CAROLINAS TELCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | CHARLOTTE NC | 83 | $13.9M | $1.1M |
| 3 | FINCANTIERI MARINE GROUP LLC |
GREEN BAY WI |
| 942 |
| $95.7M |
| $594K |
| 4 | FINCANTIERI MARINE GROUP LLC FINCANTIERI MARINE GROUP BARGAINING RETIREMENT SAVINGS PLAN | GREEN BAY WI | 1,070 | $26.5M | $338K |
| 5 | SPINS LLC SPINS 401(K) PLAN | CHICAGO IL | 419 | $39.4M | $280K |
| 6 | TIMBERLAND BANK TIMBERLAND BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN | HOQUIAM WA | 274 | $35.2M | $244K |
| 7 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $197K |
| 8 | UNIVERSAL NUTRITION EMPLOYEE BENEFIT PLAN OF UNIVERSAL NUTRITION | NEW BRUNSWICK NJ | 166 | $16.9M | $160K |
| 9 | APLIX, INC. APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 326 | $27.1M | $55K |
| 10 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $54K |
