Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding The Vanguard Group Target Retirement Income Fund in their Schedule of Assets, totaling $18.8M 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 | $3.4M |
| 2 | ASSOCIATED PATHOLOGISTS, LLC PATHGROUP 401(K) SAVINGS PLAN | BRENTWOOD TN | 2,398 | $117.0M | $3.1M |
| 3 | GORTON'S INC. SAVINGS PLAN FOR SALARIED EMPLOYEES OF GORTON'S |
GLOUCESTER MA |
| 187 |
| $95.3M |
| $2.6M |
| 4 | HIGHGATE HOTELS, L.P. HIGHGATE HOTELS 401(K) PLAN | IRVING TX | 10,667 | $171.0M | $2.5M |
| 5 | WILLIAMS LEA LLC WILLIAMS LEA LLC 401(K) SAVINGS PLAN | WHEELING WV | 1,172 | $164.9M | $1.9M |
| 6 | IREX SERVICES LLC IREX SERVICES LLC EMPLOYEE SAVINGS INCENTIVE PLAN | LANCASTER PA | 283 | $84.0M | $1.8M |
| 7 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN | GLENDALE CA | 5,502 | $221.9M | $1.2M |
| 8 | SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY FL | 4,456 | $31.2M | $583K |
| 9 | SOUTHEASTERN PATHOLOGY ASSOCIATES P.C. SOUTHEASTERN PATHOLOGY ASSOCIATES, P. C. 401(K) SAVINGS PLAN | BRENTWOOD TN | 124 | $23.8M | $518K |
| 10 | MAXWELL GROUP INC. SENIOR LIVING COMMUNITIES 401K PLAN | CHARLOTTE NC | 2,495 | $31.3M | $371K |
