Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard: Institutional Target Retirement Income Fund in their Schedule of Assets, totaling $105.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $48.6M |
| 2 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $11.8M |
| 3 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN |
JOHNSON CITY TN |
| 4,963 |
| $478.1M |
| $8.7M |
| 4 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $7.5M |
| 5 | AGFA CORPORATION AGFA CORPORATION EMPLOYEE SAVINGS PLAN | CARLSTADT NJ | 271 | $303.9M | $4.7M |
| 6 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES IBEW LOCAL UNION NO. 22/NECA DEFINED CONTRIBUTION PENSION FUND, PLAN B | OMAHA NE | 3,156 | $353.1M | $2.4M |
| 7 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $2.2M |
| 8 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $2.0M |
| 9 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $1.9M |
| 10 | OGLETREE DEAKINS NASH SMOAK & STEWART PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART | GREENVILLE SC | 2,325 | $248.5M | $1.8M |
