Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2030 Mutual Funds (1) in their Schedule of Assets, totaling $10.3M 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 | ALTRES GLOBAL BUSINESS SERVICES, INC. ALTRES 401(K) RETIREMENT PLAN | HONOLULU HI | 5,071 | $163.1M | $6.0M |
| 2 | C2 ESSENTIALS, INC. C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN | CHANTILLY VA | 1,034 | $81.9M | $2.3M |
| 3 | LEGACY HUMAN RESOURCES LEGACY HUMAN RESOURCES 401(K) PROFIT SHARING PLAN |
ENGLEWOOD CO |
| 440 |
| $60.3M |
| $1.1M |
| 4 | SLOCUM ORTHOPEDICS, P.C. SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN | EUGENE OR | 311 | $73.6M | $820K |
| 5 | SLAVIC MUTUAL FUND MANAGEMENT CORP. SLAVIC MUTUAL FUNDS MANAGEMENT CO. 401K PLAN | BOCA RATON FL | 259 | $19.7M | $43K |
| 6 | SPIRIT HUMAN RESOURCES, LLC SPIRIT HUMAN RESOURCES, LLC RETIREMENT SAVINGS | OKLAHOMA CITY OK | 379 | $20.0M | $7K |