Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement, Inc. Mutual fund in their Schedule of Assets, totaling $37.5M 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 | THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE WI | 6,844 | $2.6B | $19.8M |
| 2 | MERCY HOUSING, INC. MERCY HOUSING, INC. 403(B) PLAN | DENVER CO | 1,695 | $96.4M | $5.1M |
| 3 | ETNYRE INTERNATIONAL, LTD. ETNYRE INTERNATIONAL PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
OREGON IL |
| 1,104 |
| $122.0M |
| $2.6M |
| 4 | HAWS CORPORATION HAWS RETIREMENT PLAN | SPARKS NV | 159 | $26.5M | $2.0M |
| 5 | HALE TRAILER BRAKE & WHEEL, INC. HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN | VOORHEES NJ | 489 | $36.3M | $1.5M |
| 6 | BRACEWELL LLP BRACEWELL LLP 401(K) PLAN B | HOUSTON TX | 169 | $93.3M | $1.0M |
| 7 | COUGHLIN PORTER LUNDEEN COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 77 | $45.5M | $1.0M |
| 8 | VAREX IMAGING CORPORATION VAREX IMAGING CORPORATION 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 1,248 | $163.9M | $732K |
| 9 | ANDESA SERVICES, INC. ANDESA SERVICES SAVINGS INCENTIVE PLAN | ALLENTOWN PA | 139 | $34.8M | $595K |
| 10 | PF CONSUMER HEALTHCARE B.V. (PUERTO RICO OPERATIONS) LLC HALEON PUERTO RICO 401(K) PLAN | WARREN NJ | 847 | $48.9M | $450K |
