Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2030 Inv Shares of registered investment companies in their Schedule of Assets, totaling $2.2M 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 | SUPERIOR TIRE SERVICE INC SUPERIOR TIRE SERVICE INC 401(K) PROFIT SHARING PLAN AND TRUST | SALEM OR | 141 | $7.1M | $1.4M |
| 2 | TAYLOR METAL, INC. TAYLOR METAL 401(K) PLAN | SALEM OR | 341 | $7.7M | $652K |
| 3 | THE ALLISON INN & SPA LLC THE ALLISON INN 401(K) PLAN |
NEWBERG OR |
| 171 |
| $2.5M |
| $115K |
