Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Instl Targe Retirement Income in their Schedule of Assets, totaling $4.8M 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 | PROVIDENT SAVINGS BANK PROVIDENT SAVINGS BANK 401(K) PLAN | RIVERSIDE CA | 169 | $40.6M | $4.8M |
