Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement 2060 Invs Mutual Fund in their Schedule of Assets, totaling $122K 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 | REGAL RESEARCH AND MFG. CO. REGAL RESEARCH AND MFG. CO. 401(K) PROFIT SHARING PLAN | PLANO TX | 174 | $7.3M | $67K |
| 2 | HUFF, POWELL & BAILEY, LLC HUFF, POWELL & BAILEY, LLC 401(K) P/S PLAN | ATLANTA GA | 151 | $23.1M | $56K |
