Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Retirement Income - in their Schedule of Assets, totaling $17.1M 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 | CC SERVICES, INC. COUNTRY/ IAA 401(K) PLAN | BLOOMINGTON IL | 3,688 | $1.1B | $13.9M |
| 2 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $1.9M |
| 3 | MOTION & CONTROL ENTERPRISES, LLC MCE 401(K) RETIREMENT PLAN |
ZELIENOPLE PA |
| 786 |
| $43.9M |
| $407K |
| 4 | HOTELS UNLIMITED, INC. HOTELS UNLIMITED, INC. & AFFILIATES 401(K) PLAN | EAST WINDSOR NJ | 293 | $9.7M | $373K |
| 5 | VENTRA SANDUSKY, LLC VENTRA SANDUSKY UNION #1216 401(K) PLAN | URBANA IL | 1,084 | $46.9M | $198K |
| 6 | AMLI MANAGEMENT COMPANY AMLI RESIDENTIAL PROPERTIES 401(K) PLAN | CHICAGO IL | 817 | $53.9M | $83K |
| 7 | VENTRA IONIA LLC VENTRA IONIA UNION #436 401(K) PLAN | URBANA IL | 981 | $28.2M | $65K |
| 8 | CULVER TOOL & ENGINEERING, LLC SPITREX ORTHOPEDICS 401(K) PLAN | PLYMOUTH IN | 202 | $7.7M | $48K |
| 9 | FLEX-N-GATE OKLAHOMA LLC FLEX-N-GATE OKLAHOMA UNION #985 401(K) PLAN | URBANA IL | 384 | $8.8M | $26K |
| 10 | FLEX-N-GATE TEXAS LLC FLEX-N-GATE TEXAS UNION #119 401(K) PLAN | URBANA IL | 806 | $5.7M | $26K |
