Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vgd LifeStrategy Income Inv Fd in their Schedule of Assets, totaling $53K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOLLINS MANAGEMENT GROUP, INC. HOLLINS MANAGEMENT GROUP, INC.401(K) PLAN | UPLAND CA | 4,891 | $9.1M | $32K |
| 2 | ENVISION MANAGEMENT, LLC ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,570 | $54.0M | $22K |