Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard LifeStrategy Income Inv N/R in their Schedule of Assets, totaling $235K 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 | FLAGGER FORCE, LLC FLAGGER FORCE, LLC 401(K) RETIREMENT PLAN | HUMMELSTOWN PA | 2,076 | $5.5M | $87K |
| 2 | BERKS COMMUNITY HEALTH CENTER BERKS COMMUNITY HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST | READING PA | 93 | $2.3M | $86K |
| 3 | PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE |
TORRANCE CA |
| 1,253 |
| $108.7M |
| $53K |
| 4 | S & H REALTY MANAGEMENT, LLP S & H REALTY MANAGEMENT, LLP 401(K) PLAN | MINNEAPOLIS MN | 100 | $5.1M | $9K |
