Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Inc in their Schedule of Assets, totaling $1.2M 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 | ISLAND PEER REVIEW ORGANIZATION, INC. ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN | LAKE SUCCESS NY | 344 | $63.4M | $926K |
| 2 | GENERAL HEALTH SYSTEM GENERAL HEALTH SYSTEM RETIREMENT PLUS | BATON ROUGE LA | 3,438 | $269.1M | $257K |
| 3 | TRANSPORTATION MANAGEMENT CONSULTANTS, INC. |
KANKAKEE IL |
| 225 |
| $6.5M |
| $39K |
