Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Income Inv in their Schedule of Assets, totaling $8.1M 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 | CENTRAL SERVICE CORPORATION THE CENTRAL SERVICE CORPORATION THRIFT INCENTIVE SAVINGS PLAN | ENID OK | 346 | $38.6M | $1.7M |
| 2 | PREVAILING ASSET MANAGEMENT LLC PREVAILING POOLED EMPLOYER PLAN | GREENVILLE SC | 1,462 | $27.8M | $1.6M |
| 3 | PIONEER METAL FINISHING, LLC |
GREEN BAY WI |
| 705 |
| $38.6M |
| $1.1M |
| 4 | GDS ASSOCIATES, INC. GDS ASSOCIATES, INC. 401(K) PROFIT SHARING & SALARY DEFERRAL PLAN | MARIETTA GA | 186 | $83.7M | $1.0M |
| 5 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $449K |
| 6 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $387K |
| 7 | MUSKEGON CAR CREDIT, INC. MUSKEGON CAR CREDIT, INC. 401K PLAN | WYOMING MI | 112 | $5.5M | $379K |
| 8 | OAHU WASTE SERVICES, INC OAHU WASTE SERVICES, INC 401(K) PROFIT SHARING PLAN | HONOLULU HI | 260 | $17.9M | $299K |
| 9 | NEWCOURTLAND ELDER SERVICES NEWCOURTLAND ELDER SERVICES 403(B) PLAN | PHILADELPHIA PA | 356 | $13.3M | $273K |
| 10 | OPRONA, INC. DBA ROSEN USA, INC. ROSEN USA 401(K) PLAN | HOUSTON TX | 624 | $47.7M | $116K |
