Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Target Retirement Inc Inv Fund in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLTECH, INC. ALLTECH SAVINGS & RETIREMENT PLAN | NICHOLASVILLE KY | 1,376 | $208.3M | $3.9M |
| 2 | ALLERGY PARTNERS, PLLC ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN | SKYLAND NC | 937 | $119.8M | $956K |
| 3 | THE MILFORD BANK THE MILFORD BANK 401(K) PROFIT SHARING PLAN WITH CASH OR DEFERRED ARRANGEMENT |
MILFORD CT |
| 90 |
| $23.0M |
| $8K |
