Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Group Target Retirement Income in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRAYHILL, INC. GRAYHILL, INC. ADVANTAGE PLAN | LA GRANGE IL | 694 | $77.7M | $1.9M |
| 2 | DATA SYSTEMS ANALYSTS, INC. DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN | TREVOSE PA | 421 | $72.9M | $1.6M |
| 3 | THE PARK SCHOOL OF BALTIMORE, INC. THE PARK SCHOOL ANNUITY PLAN |
BALTIMORE MD |
| 215 |
| $62.0M |
| $1.3M |
| 4 | SWAN PRODUCTS LLC SWAN PRODUCTS LLC 401(K) PLAN | SANDY SPRINGS GA | 324 | $6.5M | $163K |
| 5 | MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. 401(K) PROFIT-SHARING PLAN & TRUST | ALBUQUERQUE NM | 98 | $81.0M | $77K |
| 6 | 2012 USP HOLDINGS, INC. 2012 USP HOLDINGS, INC. 401(K) PLAN | REISEL TX | 402 | $17.5M | $5K |
| 7 | THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS YOUNG CENTER 401(K) PLAN | CHICAGO IL | 125 | $6.3M | $5K |
| 8 | WESTWIND LOGISTICS, LLC WESTWIND LOGISTICS, LLC 401(K) PROFIT SHARING PLAN | DES MOINES IA | 122 | $1.3M | $2K |
