Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding The Vanguard Group Target Retirement 2030 Fund in their Schedule of Assets, totaling $102.8M 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 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $24.4M |
| 2 | HIGHGATE HOTELS, L.P. HIGHGATE HOTELS 401(K) PLAN | IRVING TX | 10,667 | $171.0M | $16.5M |
| 3 | CONNECTICARE CAPITAL, LLC THE CONNECTICARE SAVINGS AND INVESTMENT PLAN |
FARMINGTON CT |
| 472 |
| $147.3M |
| $14.3M |
| 4 | ASSOCIATED PATHOLOGISTS, LLC PATHGROUP 401(K) SAVINGS PLAN | BRENTWOOD TN | 2,398 | $117.0M | $9.2M |
| 5 | WILLIAMS LEA LLC WILLIAMS LEA LLC 401(K) SAVINGS PLAN | WHEELING WV | 1,172 | $164.9M | $8.8M |
| 6 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN | GLENDALE CA | 5,502 | $221.9M | $8.7M |
| 7 | IREX SERVICES LLC IREX SERVICES LLC EMPLOYEE SAVINGS INCENTIVE PLAN | LANCASTER PA | 283 | $84.0M | $5.7M |
| 8 | SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY FL | 4,456 | $31.2M | $3.4M |
| 9 | BUSCH CONSOLIDATED, INC. BUSCH CONSOLIDATED, INC. RETIREMENT SAVINGS PLAN & TRUST | VIRGINIA BEACH VA | 530 | $62.5M | $3.4M |
| 10 | SOUTHEASTERN PATHOLOGY ASSOCIATES P.C. SOUTHEASTERN PATHOLOGY ASSOCIATES, P. C. 401(K) SAVINGS PLAN | BRENTWOOD TN | 124 | $23.8M | $3.3M |
