Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Funds* Vanguard Target Retirement Income in their Schedule of Assets, totaling $327.0M 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 | MASS GENERAL BRIGHAM INCORPORATED CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS | SOMERVILLE MA | 76,559 | $14.9B | $293.8M |
| 2 | SHRINERS HOSPITALS FOR CHILDREN SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN | TAMPA FL | 4,831 | $762.1M | $11.6M |
| 3 | APL LOGISTICS AMERICAS, LTD |
SCOTTSDALE AZ |
| 2,669 |
| $174.7M |
| $6.1M |
| 4 | RING'S END, INCORPORATED RING'S END, INCORPORATED PROFIT-SHARING PLAN | DARIEN CT | 650 | $113.4M | $4.3M |
| 5 | THE DOCTORS MANAGEMENT COMPANY THE DOCTORS MANAGEMENT COMPANY 401(K) SAVINGS PLAN | NAPA CA | 839 | $313.3M | $4.2M |
| 6 | CARL BUDDIG AND COMPANY CARL BUDDIG AND COMPANY DEFERRED BENEFIT PLAN | TINLEY PARK IL | 741 | $123.5M | $1.7M |
| 7 | AMPLIFY HR MANAGEMENT AMPLIFY HR MANAGEMENT RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 4,127 | $244.1M | $1.7M |
| 8 | CARL BUDDIG AND COMPANY CARL BUDDIG AND COMPANY UNION EMPLOYEE DEFERRED BENEFIT PLAN | TINLEY PARK IL | 1,750 | $30.7M | $1.6M |
| 9 | DOMINION ENTERPRISES DOMINION ENTERPRISES 401(K) EMPLOYEES' SAVINGS PLAN | NORFOLK VA | 774 | $337.4M | $1.5M |
| 10 | PINK JEEP TOURS, LLC PINK JEEP TOURS 401K PLAN | SEDONA AZ | 231 | $7.9M | $352K |
