Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding The Vanguard Group Vanguard Target Retirement Income Fund in their Schedule of Assets, totaling $9.3M 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 | CRESCENT CITY PHYSICIANS, INC. LCMC CLINICS 401(K) RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 769 | $76.2M | $2.2M |
| 2 | CAMBREX CORPORATION CAMBREX CORPORATION SAVINGS PLAN | EAST RUTHERFORD NJ | 1,024 | $155.1M | $2.0M |
| 3 | ROBINS & MORTON THE ROBINS & MORTON RETIREMENT SAVINGS PLAN |
BIRMINGHAM AL |
| 1,522 |
| $221.7M |
| $1.2M |
| 4 | RETINOVITREOUS ASSOCIATES, LTD. RETINOVITREOUS ASSOCIATES LTD. 401K PROFIT SHARING PLAN | PLYMOUTH MEETING PA | 419 | $43.4M | $1.0M |
| 5 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN A | LANCASTER PA | 467 | $67.0M | $787K |
| 6 | PAUL B. ZIMMERMAN, INC. PAUL B. ZIMMERMAN, INC. 401(K) PLAN | LITITZ PA | 394 | $22.2M | $417K |
| 7 | LEIDYS LLC LEIDYS LLC 401(K) RETIREMENT PLAN | SOUDERTON PA | 275 | $14.0M | $398K |
| 8 | ELIZABETHTOWN COLLEGE ELIZABETHTOWN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELIZABETHTOWN PA | 612 | $154.0M | $370K |
| 9 | INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,001 | $14.4M | $246K |
| 10 | DALLAS ZOO MANAGEMENT, INC. DALLAS ZOO MANAGEMENT, INC. 401(K) PLAN | DALLAS TX | 288 | $16.8M | $165K |
