Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement Income Investment Fund in their Schedule of Assets, totaling $2.3M 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 PARTNERS IN HEALTHCARE, LLC NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN | RICHARDSON TX | 482 | $50.0M | $1.3M |
| 2 | DOUBLE H PLASTICS, INC. DOUBLE H PLASTICS, INC. 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 358 | $63.7M | $794K |
| 3 | NEAR NORTH MONTESSORI SCHOOL |
CHICAGO IL |
| — |
| $13.5M |
| $202K |
