Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement Incm Inv Mutual fund n/a in their Schedule of Assets, totaling $753K 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 | MAGRIS TALC USA, INC. MAGRIS TALC USA, INC. 401(K) PLAN | WILMINGTON DE | 233 | $35.7M | $390K |
| 2 | AMERICAN BANK & TRUST AMERICAN BANK & TRUST 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 194 | $31.6M | $328K |
| 3 | RK ELECTRIC, INC. RK ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
FREMONT CA |
| 318 |
| $43.2M |
| $17K |
| 4 | CASCADE WEST TITLE COMPANY, LLC DBA CW TITLE CASCADE WEST TITLE COMPANY, LLC DBA CW TITLE 401(K) PLAN | BELLEVUE WA | 225 | $11.3M | $13K |
| 5 | OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN | PALO ALTO CA | 209 | $13.0M | $5K |
