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 Fund Investor Mutual fund in their Schedule of Assets, totaling $2.0M 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 | APPOLO HEATING, INC. APPOLO HEATING, INC. 401(K) PROFIT SHARING PLAN | SCHENECTADY NY | 84 | $4.6M | $806K |
| 2 | OLYMPIC STEEL, INC., AN OHIO CORPORATION OLYMPIC STEEL, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | HIGHLAND HILLS OH | 1,167 | $95.6M | $680K |
| 3 | JONES JUNCTION INC |
BEL AIR MD |
| 510 |
| $23.3M |
| $389K |
| 4 | MATTER SURFACES, INC. MATTER SURFACES, INC. 401(K) PLAN | STOUGHTON MA | 138 | $18.5M | $69K |
| 5 | MONDAY.COM INC. MONDAY.COM INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 591 | $31.1M | $28K |
