Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement Incm Inv Mutual fund in their Schedule of Assets, totaling $1.3M 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 | ASE (U.S.) INC. ASE (U.S.) INC. 401(K) RETIREMENT PLAN | SUNNYVALE CA | 150 | $58.8M | $298K |
| 2 | COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, L.L.C. 401(K) PROFIT SHARING PLAN | ALLENDALE SC | 148 | $18.4M | $272K |
| 3 | GARY D. NELSON ASSOCIATES, INC. |
SAN RAFAEL CA |
| 519 |
| $16.8M |
| $258K |
| 4 | EXPERITY, INC. EXPERITY 401(K) PLAN | MACHESNEY PARK IL | 563 | $47.5M | $247K |
| 5 | MANHATTAN TELECOMMUNICATIONS CORP. METTEL 401(K) PROFIT SHARING PLAN | NEW YORK NY | 151 | $24.5M | $72K |
| 6 | THE NORTHUMBERLAND NATIONAL BANK THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN | NORTHUMBERLAND PA | 102 | $8.8M | $48K |
| 7 | WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS CO | 4,935 | $9.2M | $36K |
| 8 | MANHATTAN TELECOMMUNICATIONS CORP. METTEL 401(K) PLAN | NEW YORK NY | 472 | $33.9M | $35K |
| 9 | UNIVERSITY CHILD DEVELOPMENT SCHOOL UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN | SEATTLE WA | 108 | $20.9M | $11K |
| 10 | MARKSTEIN SALES CO. MARKSTEIN BEVERAGE CO. 401(K) RETIREMENT PLAN | ANTIOCH CA | 175 | $12.1M | $11K |
