Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Group Vanguard Tgt Rmt Inc Inv Fund - in their Schedule of Assets, totaling $12.1M 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 | WISENBAKER BUILDER SERVICES, INC. 4 WISENBAKER BUILDER SERVICES, INC. | HOUSTON TX | 1,061 | $19.6M | $2.7M |
| 2 | KELLEY WILLIAMSON COMPANY KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN | ROCKFORD IL | 394 | $11.9M | $2.2M |
| 3 | AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN |
CHICAGO IL |
| 471 |
| $74.0M |
| $1.7M |
| 4 | JACK OHIO FINANCE LLC JACK ENTERTAINMENT RETIREMENT PLAN | CLEVELAND OH | 1,410 | $46.3M | $1.1M |
| 5 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $597K |
| 6 | RED DOT CORPORATION RED DOT CORPORATION 401(K) PLAN | PUYALLUP WA | 352 | $20.5M | $495K |
| 7 | EPCOR USA, INC. EPCOR USA INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 612 | $57.7M | $491K |
| 8 | ASSOCIATION TO BENEFIT CHILDREN ASSOCIATION TO BENEFIT CHILDREN 403(B) PLAN | NEW YORK NY | 303 | $18.6M | $452K |
| 9 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $422K |
| 10 | PENN-MAR ORGANIZATION, INC. DBA PENN-MAR HUMAN SERVICES 403(B) THRIFT PLAN FOR PENN-MAR ORGANIZATION INC DBA PENN-MAR HUMAN SERVICES | FREELAND MD | 579 | $19.1M | $331K |
