Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies Vanguard Target Retirement 2030 in their Schedule of Assets, totaling $701K 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 | TRINITY UNIVERSITY TRINITY UNIVERSITY RETIREMENT HEALTCHARE SAVINGS PROGRAM | SAN ANTONIO TX | 394 | $3.3M | $701K |
