Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2030 Fund in their Schedule of Assets, totaling $456.2M 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 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $183.3M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $73.3M |
| 3 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN |
SAINT CLOUD MN |
| 7,095 |
| $162.1M |
| $20.3M |
| 4 | COEUR MINING, INC. COEUR MINING DEFINED CONTRIBUTION AND 401K PLAN | CHICAGO IL | 1,192 | $186.2M | $12.7M |
| 5 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $12.0M |
| 6 | INVACARE CORPORATION INVACARE RETIREMENT SAVINGS PLAN | ELYRIA OH | 433 | $135.0M | $12.0M |
| 7 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $11.4M |
| 8 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $11.0M |
| 9 | SOUTHEAST ALASKA REGIONAL HEALTH CONSORTIUM (SEARHC) SOUTHEAST ALASKA REGIONAL HEALTH CONSORTIUM (SEARHC) 401(K) PLAN | JUNEAU AK | 1,565 | $114.0M | $10.9M |
| 10 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $10.8M |
