Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vangrd Trgt Retire 2030 Fd Mutual fund in their Schedule of Assets, totaling $21.7M 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 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $4.3M |
| 2 | WESTERN RESERVE CARE SOLUTIONS WESTERN RESERVE CARE SOLUTIONS RETIREMENT PLAN | CLEVELAND OH | 972 | $47.0M | $3.8M |
| 3 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC |
NASHVILLE TN |
| 925 |
| $30.1M |
| $3.1M |
| 4 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $2.1M |
| 5 | RICCELLI HOLDINGS, INC. RICCELLI HOLDINGS, INC. 401(K) & PROFIT SHARING PLAN | NORTH SYRACUSE NY | 277 | $9.1M | $2.1M |
| 6 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $1.8M |
| 7 | NEW YORK FILM ACADEMY, LTD. NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING | NEW YORK NY | 1,084 | $15.8M | $1.6M |
| 8 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $996K |
| 9 | RAZER USA LTD RAZER USA LTD 401(K) PLAN | IRVINE CA | 209 | $20.8M | $841K |
| 10 | ALPHA Q, INC. ALPHA Q, INC. 401(K) PLAN | COLCHESTER CT | 191 | $16.0M | $621K |
