Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retire Income Mutual fund n/a in their Schedule of Assets, totaling $171K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MILE HIGH MONTESSORI EARLY LEARNING CENTERS MILE HIGH EARLY LEARNING 401(K) PLAN | DENVER CO | 167 | $4.5M | $121K |
| 2 | JEWISH VOCATIONAL AND CAREER COUNSELING SERVICES JEWISH VOCATIONAL SERVICES 403(B) PLAN | SAN FRANCISCO CA | 72 | $7.6M | $41K |
| 3 | INNOVATIVE SERVICES, INC. (ISI) |
GREEN BAY WI |
| 321 |
| $2.4M |
| $9K |
