Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement Income Fund # in their Schedule of Assets, totaling $10.8M 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 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $4.1M |
| 2 | GRAVES GILBERT CLINIC PLLC GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN | BOWLING GREEN KY | 1,273 | $187.2M | $2.1M |
| 3 | SASOL (USA) CORPORATION |
HOUSTON TX |
| 1,265 |
| $417.7M |
| $2.0M |
| 4 | IMAGING HEALTHCARE SPECIALISTS, LLC IMAGING HEALTHCARE SPECIALISTS, LLC 401(K) SALARY SAVINGS PLAN | SAN DIEGO CA | 529 | $26.3M | $948K |
| 5 | OREGON UROLOGY INSTITUTE, P.C. OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 117 | $53.5M | $620K |
| 6 | BEN TIRE DISTRIBUTORS, LTD. BEN TIRE DISTRIBUTORS, LTD. 401(K) PLAN | TOLEDO IL | 233 | $7.9M | $289K |
| 7 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $237K |
| 8 | ABRASIVE-FORM, LLC ABRASIVE-FORM, LLC SALARY SAVINGS PLAN | BLOOMINGDALE IL | 186 | $7.8M | $135K |
| 9 | DELAP LLP DELAP LLP RETIREMENT PLAN | LAKE OSWEGO OR | 125 | $36.7M | $113K |
| 10 | ZEPF CENTER ZEPF CENTER RETIREMENT SAVINGS PLAN | TOLEDO OH | 424 | $22.8M | $95K |
