Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Target Retirement Income Fund in their Schedule of Assets, totaling $119.8M 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 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $94.4M |
| 2 | BOARD OF TRUSTEES, LABOR UNIONS 401(K) PLAN LABOR UNIONS 401K PLAN | SAN DIEGO CA | 3,614 | $73.7M | $7.0M |
| 3 | MEDICAL GROUP OF BEVERLY HILLS, INC. |
LOS ANGELES CA |
| 261 |
| $146.7M |
| $6.9M |
| 4 | HRL LABORATORIES, LLC HRL RETIREMENT SAVINGS PLAN FOR NON-BARGAINED EMPLOYEES | MALIBU CA | 1,047 | $334.7M | $4.7M |
| 5 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $1.6M |
| 6 | I.B.E.W LOCAL UNION NO. 124 I. B. E. W. LOCAL UNION NO. 124 401(K) PLAN | KANSAS CITY MO | 3,232 | $156.5M | $1.6M |
| 7 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $1.2M |
| 8 | NEW-INDY CONTAINERBOARD LLC NEW-INDY CONTAINERBOARD LLC - MILL DIVISION 401K RETIREMENT SAVINGS PLAN | ONTARIO CA | 765 | $135.6M | $845K |
| 9 | IDEAL INDUSTRIES, INC. IDEAL INDUSTRIES, INC. 401(K) PLAN | SYCAMORE IL | 483 | $114.6M | $662K |
| 10 | NEW-INDY CONTAINERBOARD, LLC NEW INDY CONTAINER BOARD PACKAGING 401(K) RETIREMENT PLAN | ONTARIO CA | 1,024 | $56.2M | $373K |
