Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Ret Inc. in their Schedule of Assets, totaling $10.6M 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 | OU MEDICINE, INC. OU HEALTH 401(K) PLAN | OKLAHOMA CITY OK | 9,546 | $591.5M | $6.1M |
| 2 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN | WALNUT CREEK CA | 1,484 | $214.6M | $2.4M |
| 3 | FERRARI NORTH AMERICA, INC. FERRARI NORTH AMERICAN RETIREMENT PLAN |
ENGLEWOOD CLIFFS NJ |
| 175 |
| $25.8M |
| $713K |
| 4 | HUGO BOSS USA HUGO BOSS U.S.A, 401(K) SAVINGS PLAN | NEW YORK NY | 1,935 | $51.2M | $456K |
| 5 | GENESIS CORP. GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN | NEW YORK NY | 1,426 | $43.3M | $372K |
| 6 | LAUREN CONCRETE, INC. CONCRETE AND AGGREGATE EMPLOYEES 401(K) PLAN | ROUND ROCK TX | 552 | $15.6M | $314K |
| 7 | REVENUE MANAGEMENT SOLUTIONS, LLC REVENUE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN | TAMPA FL | 121 | $24.9M | $222K |
| 8 | SKYWAY PRECISION INC. SKYWAY PRECISION INC. 401(K) PLAN | PLYMOUTH MI | 217 | $8.3M | $12K |
| 9 | FULL COMPASS SYSTEMS, LTD. FULL COMPASS SYSTEMS, LTD. 401(K) PLAN | MADISON WI | 189 | $16.1M | $8K |
