Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $24.5M 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 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $10.8M |
| 2 | GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP PROFIT SHARING 401(K) PLAN FOR PARTNERS AND STAFF | LOS ANGELES CA | 159 | $131.1M | $5.5M |
| 3 |
SANTA ANA CA |
| 4,938 |
| $241.9M |
| $2.2M |
| 4 | YOUNGER MFG. CO. YOUNGER MFG. CO. 401(K) PLAN | TORRANCE CA | 119 | $41.2M | $1.7M |
| 5 | MANATT, PHELPS & PHILLIPS, LLP MANATT, PHELPS & PHILLIPS, LLP EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 845 | $430.4M | $1.1M |
| 6 | RED BULL NORTH AMERICA, INC. RED BULL NORTH AMERICA, INC. RETIREMENT INCOME PLAN | SANTA MONICA CA | 6,312 | $419.6M | $880K |
| 7 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 640 | $90.0M | $437K |
| 8 | L.E. COPPERSMITH, LLC COPPERSMITH 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 133 | $17.3M | $395K |
| 9 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $366K |
| 10 | HRC FERTILITY MANAGEMENT, LLC HRC FERTILITY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | PASADENA CA | 230 | $31.9M | $199K |
