Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement Income Fund; Investor in their Schedule of Assets, totaling $3.3M 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 | SECURITY LOCK DISTRIBUTORS, INC. SECURITY LOCK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WESTWOOD MA | 283 | $36.6M | $1.3M |
| 2 | AXENS NORTH AMERICA, INC. AXENS NORTH AMERICA, INC. PENSION SAVINGS PLAN | HOUSTON TX | 240 | $67.5M | $744K |
| 3 | AUTO WAREHOUSING COMPANY |
TACOMA WA |
| 941 |
| $54.5M |
| $604K |
| 4 | ROGERS MACHINERY COMPANY, INC. ROGERS MACHINERY COMPANY, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 371 | $69.8M | $287K |
| 5 | HUMAN KINETICS, INC. HUMAN KINETICS, INC. 401(K) PLAN | CHAMPAIGN IL | 157 | $19.7M | $140K |
| 6 | J.H. LARSON ELECTRICAL COMPANY J. H. LARSON ELECTRICAL COMPANY 401(K) RETIREMENT PLAN | PLYMOUTH MN | 183 | $19.5M | $131K |
| 7 | PLANNED PARENTHOOD OF MICHIGAN 403B THRIFT PLAN OF PLANNED PARENTHOOD OF MICHIGAN | ANN ARBOR MI | 218 | $8.8M | $92K |
| 8 | FREIGHTLINER OF HARTFORD INC FREIGHTLINER OF HARTFORD INC 401(K) PROFIT SHARING PLAN & TRUST | EAST HARTFORD CT | 173 | $12.7M | $35K |
