Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Vanguard Group Retirement Income Fund Investor Shares in their Schedule of Assets, totaling $10.0M 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 | MIDDLESEX HEALTH MIDDLESEX RETIREMENT SAVINGS AND INVESTMENT PLAN | MIDDLETOWN CT | 5,194 | $473.2M | $10.0M |
