Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement Inc Inv Fund in their Schedule of Assets, totaling $12.4M 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 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $3.9M |
| 2 | LITEHOUSE, INC. LITEHOUSE, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SANDPOINT ID | 1,082 | $53.4M | $3.0M |
| 3 | BURRIS LOGISTICS BURRIS LOGISTICS RETIREMENT PLAN |
MILFORD DE |
| 836 |
| $101.1M |
| $2.1M |
| 4 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | CHICAGO IL | 252 | $141.5M | $1.3M |
| 5 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $1.2M |
| 6 | SIGMA ELECTRIC MANUFACTURING CORPORATION SIGMA ENGINEERED SOLUTIONS RETIREMENT PLAN | GARNER NC | 376 | $24.0M | $456K |
| 7 | NEW TSI HOLDINGS, INC. NEW TSI HOLDINGS, INC. 401(K) PLAN | HICKVILLE NY | 807 | $20.4M | $257K |
| 8 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $98K |
| 9 | G. M. WAREHOUSE INC PETE'S FRESH MARKET 401(K) PLAN | CHICAGO IL | 1,737 | $5.7M | $64K |
| 10 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | NEW YORK NY | 206 | $62.0M | $37K |
