Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement Income Fd Mutual fund in their Schedule of Assets, totaling $7.5M 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 | SHARTSIS FRIESE LLP SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN | SAN FRANCISCO CA | 115 | $137.4M | $6.8M |
| 2 | ROTTLER PEST CONTROL COMPANY ROTTLER PEST CONTROL COMPANY 401K PLAN | CHARLACK MO | 216 | $12.5M | $265K |
| 3 | ZUFALL HEALTH CENTER ZUFALL HEALTH CENTER 403(B) PLAN |
DOVER NJ |
| 525 |
| $16.0M |
| $164K |
| 4 | SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA OH | 765 | $106.6M | $148K |
| 5 | AURORA OPERATIONS, INC. AURORA OPERATIONS, INC. 401(K) PLAN | PITTSBURGH PA | 1,769 | $131.6M | $114K |