Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Target Retirement 2030 Inv Mutual fund in their Schedule of Assets, totaling $37.7M 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 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $8.7M |
| 2 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $4.3M |
| 3 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
SALT LAKE CITY UT |
| 687 |
| $48.1M |
| $3.8M |
| 4 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $2.8M |
| 5 | UNCOMMON SCHOOLS, INC. UNCOMMON SCHOOLS, INC. 403(B) PLAN | NEW YORK NY | 2,150 | $84.9M | $2.6M |
| 6 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $2.3M |
| 7 | ACCESS REHAB CENTERS, LLC ACCESS REHAB CENTERS, LLC 401(K) PLAN | WATERBURY CT | 195 | $16.7M | $2.2M |
| 8 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $2.0M |
| 9 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $1.7M |
| 10 | MINUTE MAN ARC FOR HUMAN SERVICES INC. MINUTE MAN ARC 403B PLAN | CONCORD MA | 220 | $7.2M | $1.3M |
