Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Income Fund - in their Schedule of Assets, totaling $7.5M 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 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $2.5M |
| 2 | ALTRA FEDERAL CREDIT UNION ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ONALASKA WI | 498 | $73.1M | $843K |
| 3 | EL DORADO SAVINGS BANK EL DORADO SAVINGS BANK PROFIT SHARING PLAN |
PLACERVILLE CA |
| 252 |
| $43.4M |
| $612K |
| 4 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $550K |
| 5 | FAIR HEALTH, INC. FAIR HEALTH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $21.3M | $495K |
| 6 | DOUBLE DIAMOND MANAGEMENT CORP. DOUBLE DIAMOND MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | DALLAS TX | 435 | $10.4M | $408K |
| 7 | WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN | DARIEN IL | 211 | $38.6M | $351K |
| 8 | AAA MID STATES AAA MID STATES 401(K) PLAN | YORK PA | 99 | $10.1M | $333K |
| 9 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SOUTH HOLLAND IL | 187 | $47.5M | $296K |
| 10 | BLACK'S TIRE SERVICE, INC. BLACK'S TIRE SERVICE, INC. 401(K) RETIREMENT PLAN | WHITEVILLE NC | 913 | $33.4M | $246K |
