Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2070 Mutual fund in their Schedule of Assets, totaling $359K 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 | ROMMESMO COMPANIES THE TRUENORTH STEEL AND AFFILIATES 401(K) PROFIT SHARING PLAN | FARGO ND | 817 | $57.5M | $252K |
| 2 | JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND IBEW LOCAL #972 PENSION PLAN AND TRUST | RENO OH | 597 | $89.8M | $96K |
| 3 | ACCESS TECHNOLOGIES, INC. |
WAUKEE IA |
| 245 |
| $14.8M |
| $6K |
| 4 | TWIN LIQUORS, LP TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 625 | $13.5M | $4K |