Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Ret Income Fd Mutual fund in their Schedule of Assets, totaling $8.5M 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 | WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEES WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU | PORTLAND OR | 383 | $68.6M | $3.7M |
| 2 | AMERICAN KENNEL CLUB THE AMERICAN KENNEL CLUB 401(K) TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 513 | $73.2M | $1.8M |
| 3 | JORDANS FURNITURE, INC. |
EAST TAUNTON MA |
| 983 |
| $169.3M |
| $1.2M |
| 4 | RKS ASSOCIATES RKS ASSOCIATES 401(K) PLAN | JACKSON NJ | 187 | $15.8M | $958K |
| 5 | INNOVATIVE REFRIGERATION SYSTEMS, INC. INNOVATIVE REFRIGERATION SYSTEMS, INC. 401K PLAN | LYNDHURST VA | 407 | $37.1M | $526K |
| 6 | HAWAII PLANING MILL, LTD HPM BUILDING SUPPLY 401(K) PLAN | KEAAU HI | 581 | $22.1M | $330K |
| 7 | VALO HEALTH INC. VALO HEALTH RETIREMENT SAVING PLAN | LEXINGTON MA | 117 | $13.0M | $37K |
| 8 | ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C. ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN | BETHLEHEM PA | 253 | $104.1M | $17K |
| 9 | HYLIION, INC. HYLIION 401(K) PLAN | CEDAR PARK TX | 91 | $6.8M | $5K |
