Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vangrd Trgt Retire 2050 Tr II Common Collective Trust in their Schedule of Assets, totaling $6.1M 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 | $2.8M |
| 2 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $1.2M |
| 3 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN |
STRASBURG VA |
| 309 |
| $36.3M |
| $761K |
| 4 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK | TIMBERVILLE VA | 180 | $11.1M | $584K |
| 5 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK | INDEPENDENCE VA | 237 | $10.6M | $481K |
| 6 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $236K |
