Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement Income in their Schedule of Assets, totaling $20.5M 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 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN | BOSTON MA | 736 | $478.2M | $9.0M |
| 2 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $6.2M |
| 3 |
CORTLANDT MANOR NY |
| 942 |
| $55.9M |
| $2.7M |
| 4 | DATASITE LLC DATASITE GLOBAL CORPORATION 401(K) INCENTIVE SAVINGS PLAN | MINNEAPOLIS MN | 790 | $120.7M | $1.0M |
| 5 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN FOR UNION ASSOCIATES | ROLLING MEADOWS IL | 122 | $6.0M | $636K |
| 6 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN | ROLLING MEADOWS IL | 305 | $76.3M | $534K |
| 7 | NY-PRESBYTERIAN MED GRP BROOKLYN THE 401(K) RETIREMENT PLAN | NEW YORK NY | 265 | $27.1M | $361K |
| 8 | CHEST AND CRITICAL CARE CONSULTANTS, A.M.G., INC. CHEST AND CRITICAL CARE CONSULTANTS, A MEDICAL GROUP PROFIT SHARING PLAN | ANAHEIM CA | 75 | $24.6M | $106K |
| 9 | BROWN REYNOLDS WATFORD ARCHITECTS, INC. BRW ARCHITECTS, INC. RETIREMENT SAVINGS PLAN | DALLAS TX | 164 | $14.9M | $41K |
