Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Date 2030 Mutual Fund in their Schedule of Assets, totaling $4.5M 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 | VALCO CINCINNATI, INC. VALCO CINCINNATI, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 243 | $34.9M | $2.2M |
| 2 | INCEPTRA LLC INCEPTRA 401(K) PLAN | WESTON FL | 0 | $4.7M | $1.3M |
| 3 | EDWARDS, INC. EDWARDS, INC. SAVINGS PLUS PLAN |
| 408 |
| $19.2M |
| $1.0M |
