Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Lifestrategy Income in their Schedule of Assets, totaling $3.4M 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 | RENAISSANCE LEARNING, INC. RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN | WISCONSIN RAPIDS WI | 1,753 | $217.3M | $1.4M |
| 2 | FINCANTIERI MARINE GROUP LLC FINCANTIERI MARINE GROUP 401(K) RETIREMENT PLAN | GREEN BAY WI | 942 | $95.7M | $594K |
| 3 | FINCANTIERI MARINE GROUP LLC |
GREEN BAY WI |
| 1,070 |
| $26.5M |
| $338K |
| 4 | SPINS LLC SPINS 401(K) PLAN | CHICAGO IL | 419 | $39.4M | $280K |
| 5 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $197K |
| 6 | UNIVERSAL NUTRITION EMPLOYEE BENEFIT PLAN OF UNIVERSAL NUTRITION | NEW BRUNSWICK NJ | 166 | $16.9M | $160K |
| 7 | XCEL MANAGEMENT, INC. XCEL HR 401(K) PLAN | ROCKVILLE MD | 2,059 | $74.1M | $98K |
| 8 | APLIX, INC. APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 326 | $27.1M | $55K |
| 9 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $54K |
| 10 | CYMSTAR, LLC CYMSTAR RETIREMENT PLAN | BROKEN ARROW OK | 168 | $29.4M | $53K |
