Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Target Retirement Income in their Schedule of Assets, totaling $15.6M 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 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $10.0M |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $4.5M |
| 3 | DEFI AUTO, LLC DEFI AUTO, LLC 401(K) PLAN |
WESTLAKE TX |
| 525 |
| $78.8M |
| $771K |
| 4 | COSM INC. COSM INC. 401(K) PLAN | DALLAS TX | 820 | $49.4M | $328K |
| 5 | RM ACQUISITION, LLC RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN | BOISE ID | 80 | $31.5M | $35K |
| 6 | AB CARVAL INVESTORS, LP CARVAL INVESTORS SAVINGS PLAN | MINNEAPOLIS MN | 144 | $31.9M | $2K |
