Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Institutional Target Retirement Income InvestorShares Mutual Fund in their Schedule of Assets, totaling $156K 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 | BRONXWORKS, INC. BRONXWORKS 403(B) PLAN | BRONX NY | 1,193 | $28.2M | $156K |
