Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Target Retirement Income in their Schedule of Assets, totaling $75.5M 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 | RUSH UNIVERSITY MEDICAL CENTER RUSH UNIVERSITY MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | CHICAGO IL | 14,544 | $1.8B | $68.9M |
| 2 | NEWMONT USA LIMITED RETIREMENT SAVINGS PLAN OF NEWMONT | DENVER CO | 1,169 | $341.3M | $5.1M |
| 3 | MILITARY OFFICERS ASSOCIATION OF AMERICA |
ALEXANDRIA VA |
| 81 |
| $42.0M |
| $712K |
| 4 | AMERICAN HOSPITAL ASSOCIATION AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN | CHICAGO IL | 480 | $161.8M | $642K |
| 5 | THE BMS ENTERPRISES, LLC THE BMS ENTERPRISES 401(K) PLAN | HALTOM CITY TX | 1,030 | $22.1M | $147K |
