Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement Inc Inv Fund - in their Schedule of Assets, totaling $12.5M 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 | 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 | SUNCOAST CENTER, INC. SUNCOAST CENTER, INC. 403(B) PLAN | ST PETERSBURG FL | 235 | $11.0M | $143K |
| 9 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $98K |
| 10 | G. M. WAREHOUSE INC PETE'S FRESH MARKET 401(K) PLAN | CHICAGO IL | 1,737 | $5.7M | $64K |
