Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vangrd Trgt Retire 2045 Tr II Common Collective Trust in their Schedule of Assets, totaling $11.9M 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 | PRIMIS BANK SBA DEFINED CONTRIBUTION PLAN FOR PRIMIS BANK | GLEN ALLEN VA | 593 | $44.4M | $4.5M |
| 2 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN | STRASBURG VA | 309 | $36.3M | $3.7M |
| 3 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK |
TIMBERVILLE VA |
| 180 |
| $11.1M |
| $1.2M |
| 4 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $1.0M |
| 5 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $840K |
| 6 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK | INDEPENDENCE VA | 237 | $10.6M | $593K |
