Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group Vanguard Institutional Target Retirement Income Fund in their Schedule of Assets, totaling $8.2M 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 | PREMERA PREMERA 401(K) SAVINGS PLAN | MOUNTLAKE TERRACE WA | 3,290 | $668.4M | $4.7M |
| 2 | CFA INSTITUTE CFA INSTITUTE 401(K) PLAN | CHARLOTTESVILLE VA | 403 | $240.4M | $3.2M |
| 3 | THE PEPPER COMPANIES, INC. THE PEPPER COMPANIES, INC. RETIREMENT AND SAVINGS PLAN |
BARRINGTON IL |
| 689 |
| $164.7M |
| $338K |
