Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement 2030 Inv Mutual fund n/a in their Schedule of Assets, totaling $57.5M 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 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $15.4M |
| 2 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $10.2M |
| 3 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN |
SIOUX FALLS SD |
| 383 |
| $25.2M |
| $5.5M |
| 4 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $4.6M |
| 5 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $3.0M |
| 6 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $2.0M |
| 7 | MENHOLT AUTOMOTIVE GROUP MENHOLT AUTOMOTIVE GROUP 401(K) PLAN | BILLINGS MT | 499 | $22.1M | $1.8M |
| 8 | EAST END WELDING, LLC EAST END WELDING, LLC 401(K) PLAN | KENT OH | 90 | $5.3M | $1.7M |
| 9 | CYPRESS ENVIRONMENTAL MANAGEMENT, LLC CYPRESS ENVIRONMENTAL MANAGEMENT, LLC 401(K) PLAN | TULSA OK | 247 | $14.1M | $1.3M |
| 10 | COMMUNITY HOSPITAL ASSOC INC WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | WICKENBURG AZ | 269 | $6.4M | $1.3M |
