Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Date 2050 Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | VALCO CINCINNATI, INC. VALCO CINCINNATI, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 243 | $34.9M | $1.5M |
| 2 | EDWARDS, INC. EDWARDS, INC. SAVINGS PLUS PLAN | SPRING HOPE NC | 408 | $19.2M | $1.1M |
| 3 | INCEPTRA LLC INCEPTRA 401(K) PLAN |
| 0 |
| $4.7M |
| $84K |
