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 Investor Shares in their Schedule of Assets, totaling $73K 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 | TELUS AGRICULTURE HOLDINGS (US) INC. TELUS AGRICULTURE (US) RETIREMENT PLAN | STATE COLLEGE PA | 761 | $94.6M | $37K |
| 2 | STANDARD SOLAR, INC. STANDARD SOLAR, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 141 | $12.5M | $22K |
| 3 | NOVAK CONSTRUCTION COMPANY, INC. |
CHICAGO IL |
| 132 |
| $17.4M |
| $11K |
| 4 | SAGINAW CONTROL & ENGINEERING, INC. SAGINAW CONTROL & ENGINEERING, INC. SALARY SAVINGS PLAN | SAGINAW MI | 493 | $27.5M | $2K |