Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement Inc Inv Fund -- in their Schedule of Assets, totaling $3.0M 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 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $1.7M |
| 2 | HEINZERLING COMMUNITY HEINZERLING COMMUNITY 403(B) PLAN | COLUMBUS OH | 466 | $12.0M | $803K |
| 3 | NATIONAL TOBACCO COMPANY, L.P. TURNING POINT BRANDS, INC. RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 297 |
| $33.4M |
| $334K |
| 4 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $229K |