Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vangrd Trgt Retire Inc Tr II Common Collective Trust in their Schedule of Assets, totaling $3.0M 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 | $2.1M |
| 2 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN | STRASBURG VA | 309 | $36.3M | $660K |
| 3 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, |
GLEN ALLEN VA |
| 85 |
| $9.1M |
| $128K |
| 4 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $97K |
