Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group Target Retirement 2030 in their Schedule of Assets, totaling $4.9M 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 | MAXWELL GROUP INC. SENIOR LIVING COMMUNITIES 401K PLAN | CHARLOTTE NC | 2,495 | $31.3M | $3.9M |
| 2 | UPPER SIOUX COMMUNITY UPPER SIOUX COMMUNITY/PRAIRIE'S EDGE CASINO RESORT 401(K) | GRANITE FALLS MN | 287 | $5.1M | $849K |
| 3 | THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS |
CHICAGO IL |
| 125 |
| $6.3M |
| $158K |