Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Retirement Income Fund in their Schedule of Assets, totaling $8.2M 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 | ST LUKE'S HOSPITAL OF DULUTH ST. LUKE'S HOSPITAL OF DULUTH SAVINGS PLAN | DULUTH MN | 3,095 | $422.9M | $3.3M |
| 2 | STILES MACHINERY, INC. STILES MACHINERY, INC. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 568 | $83.2M | $1.4M |
| 3 | GIBSON BRANDS, INC. GIBSON BRANDS, INC. 401(K) PLAN | NASHVILLE TN | 1,254 | $53.5M | $1.0M |
| 4 | AMERICAN MANUFACTURING CORPORATION AMERICAN MANUFACTURING CORPORATION 401(K) PLAN | KING OF PRUSSIA PA | 288 | $77.2M | $749K |
| 5 | DEVON BANK DEVON BANK PROFIT SHARING/401(K) PLAN | CHICAGO IL | 124 | $18.8M | $548K |
| 6 | BROWN DISTRIBUTING COMPANY, LLC BROWN DISTRIBUTING COMPANY EMPLOYEE RETIREMENT PLAN | RICHMOND VA | 174 | $11.9M | $402K |
| 7 | FORTNA SYSTEMS, INC. FORTNA 401(K) PLAN | MT. WASHINGTON KY | 1,822 | $148.0M | $360K |
| 8 | BALLUFF, INC. BALLUFF, INC. 401(K) PROFIT SHARING PLAN | FLORENCE KY | 152 | $34.4M | $248K |
| 9 | TBH MANAGEMENT, LLC TBH MANAGEMENT, LLC 401(K) PLAN | LARKSPUR CA | 192 | $43.2M | $150K |
| 10 | TIP TOP POULTRY, INC. TIP TOP POULTRY, INC. RETIREMENT / SAVINGS 401(K) PLAN | MARIETTA GA | 1,242 | $22.3M | $39K |
