Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement Incm Inv Registered investment company in their Schedule of Assets, totaling $11.3M 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 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $9.1M |
| 2 | JEWISH FAMILY AND CHILDREN'S SERVICES JEWISH FAMILY AND CHILDREN'S SERVICES 403(B) PLAN | SAN FRANCISCO CA | 677 | $34.9M | $1.3M |
| 3 | CREDIT UNION 1 |
ANCHORAGE AK |
| 338 |
| $34.0M |
| $455K |
| 4 | CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PC CHILDREN'S CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 105 | $41.6M | $307K |
| 5 | NORTH FORTY GROUP, LLC NORTH FORTY 401(K) PLAN | SEATTLE WA | 186 | $10.6M | $79K |
| 6 | THRESHOLD ENTERPRISES, LTD. THRESHOLD ENTERPRISES, LTD. 401(K) PLAN | SCOTTS VALLEY CA | 443 | $9.3M | $72K |
| 7 | COMMENCEMENT BAY CORRUGATED, INC. COMMENCEMENT BAY CORRUGATED, INC. UNION 401(K) PLAN | ORTING WA | 132 | $7.3M | $16K |
| 8 | PETE KING CONSTRUCTION COMPANY PETE KING 401(K) PLAN | PHOENIX AZ | 497 | $5.2M | $15K |
