Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Target Ret Income # in their Schedule of Assets, totaling $11.6M 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 | VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN | RICHMOND VA | 392 | $99.0M | $3.1M |
| 2 | THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN ST. PAUL'S SCHOOL 403(B) RETIREMENT PLAN | BROOKLANDVILLE MD | 418 | $83.7M | $2.7M |
| 3 | EXECUTIVE BOARD OF THE IOWA BUILDERS RETIREMENT PLAN |
CEDAR RAPIDS IA |
| 400 |
| $65.9M |
| $1.4M |
| 4 | THE KENDALL GROUP, INC. THE KENDALL GROUP, INC. PROFIT SHARING PLAN | PORTAGE MI | 1,749 | $230.1M | $1.3M |
| 5 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $649K |
| 6 | ROAD TO HANA DBA HEALTHY LIVING MARKET HEALTHY LIVING MARKET 401(K) RETIREMENT PLAN | SOUTH BURLINGTON VT | 296 | $5.1M | $545K |
| 7 | WMG SERVICES, LLC WORLD ENERGY 401(K) PLAN | BOSTON MA | 104 | $19.1M | $387K |
| 8 | ASCENT PHARMACEUTICALS INC. ASCENT PHARMACEUTICALS INC. 401(K) PLAN | CENTRAL ISLIP NY | 478 | $11.1M | $349K |
| 9 | BELLAMY AUTOMOTIVE GROUP, INC. BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN | MCDONOUGH GA | 145 | $17.1M | $288K |
| 10 | BUCHANAN GENERAL HOSPITAL BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN | GRUNDY VA | 221 | $15.1M | $269K |
