Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2030 Inv Fund in their Schedule of Assets, totaling $134.2M 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 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $35.3M |
| 2 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $10.5M |
| 3 | BURRIS LOGISTICS BURRIS LOGISTICS RETIREMENT PLAN |
MILFORD DE |
| 836 |
| $101.1M |
| $8.2M |
| 4 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | CHICAGO IL | 252 | $141.5M | $7.7M |
| 5 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $6.9M |
| 6 | LITEHOUSE, INC. LITEHOUSE, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SANDPOINT ID | 1,082 | $53.4M | $6.8M |
| 7 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $6.0M |
| 8 | ROYAL NEIGHBORS OF AMERICA ROYAL NEIGHBORS OF AMERICA 401(K) RETIREMENT PLAN | ROCK ISLAND IL | 155 | $34.3M | $5.9M |
| 9 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $5.8M |
| 10 | CAM INDUSTRIAL SOLUTIONS LLC CAM INDUSTRIAL SOLUTIONS 401(K) PLAN | HOUSTON TX | 1,691 | $33.2M | $5.8M |
