Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement Inc Mutual funds N/A in their Schedule of Assets, totaling $1.4M 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 | NOVELLE HEALTH, LLC NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN | OLDSMAR FL | 288 | $29.4M | $1.1M |
| 2 | SEATTLE ROOTS COMMUNITY HEALTH SEATTLE ROOTS COMMUNITY HEALTH 401(K) PLAN | SEATTLE WA | 287 | $24.0M | $329K |
