Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Institutional Target Retirement Income Mutual fund in their Schedule of Assets, totaling $5.7M 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 | STOWERS MACHINERY CORPORATION STOWERS MACHINERY CORPORATION 401(K) PLAN | KNOXVILLE TN | 500 | $87.4M | $2.6M |
| 2 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN | FAIRFAX VA | 745 | $97.8M | $1.4M |
| 3 | MERICHEM COMPANY |
HOUSTON TX |
| 14 |
| $23.2M |
| $728K |
| 4 | ROMMESMO COMPANIES THE TRUENORTH STEEL AND AFFILIATES 401(K) PROFIT SHARING PLAN | FARGO ND | 817 | $57.5M | $399K |
| 5 | EVENTBRITE, INC. EVENTBRITE 401(K) PLAN | SAN FRANCISCO CA | 362 | $56.3M | $322K |
| 6 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN | ARLINGTON VA | 747 | $105.6M | $249K |
| 7 | NATIONAL CENTER ON INSTITUTIONS & ALTERNATIVES, INC. NATIONAL CENTER ON INSTITUTIONS & ALTERNATIVES 403(B) PLAN | BALTIMORE MD | 490 | $5.4M | $48K |
| 8 | ACCESS TECHNOLOGIES, INC. ACCESS TECHNOLOGIES, INC. 401(K) PLAN | WAUKEE IA | 245 | $14.8M | $29K |
| 9 | ALLIANT ENGINEERING, INC. ALLIANT ENGINEERING, INC. EMPLOYEE SAVINGS PLAN | MINNEAPOLIS MN | 188 | $24.1M | $4K |
