Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VG LifeStrategy Income in their Schedule of Assets, totaling $35K 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 | HUDSON MERIDIAN CONSTRUCTION GROUP HUDSON MERIDIAN CONTRUCTION GROUP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 62 | $13.6M | $29K |
| 2 | DAVID NELSON CONSTRUCTION CO. DAVID NELSON CONSTRUCTION CO. 401K PROFIT SHARING PLAN | PALM HARBOR FL | 117 | $7.5M | $6K |
