Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Target Retirement Income Fund, Investor Shares in their Schedule of Assets, totaling $17.2M 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 | APEX SYSTEMS, LLC CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN | GLEN ALLEN VA | 21,810 | $231.8M | $6.4M |
| 2 | SUPERIOR ENERGY SERVICES, INC. SUPERIOR ENERGY 401(K) PLAN | HOUSTON TX | 996 | $202.3M | $1.7M |
| 3 | BLESSEY MARINE SERVICES, INC. BLESSEY MARINE SERVICES, INC. 401(K) PLAN |
HARAHAN LA |
| 675 |
| $65.9M |
| $1.3M |
| 4 | CARUS LLC CARUS CAPITAL ACCUMULATION 401(K) PLAN | PERU IL | 161 | $52.1M | $1.3M |
| 5 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP, INC.AND ALL AFFILIATES 401(K) PLAN | SAN FRANCISCO CA | 3,877 | $101.8M | $1.1M |
| 6 | TRANSPAK, INC. TRANSPAK 401(K) PLAN | SAN JOSE CA | 1,044 | $23.4M | $1.0M |
| 7 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN | CLYDE NY | 342 | $47.2M | $812K |
| 8 | NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE NY | 296 | $27.2M | $658K |
| 9 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $461K |
| 10 | SIGULER GUFF & COMPANY, LP SIGULER GUFF & COMPANY RETIREMENT PLAN | NEW YORK NY | 117 | $59.0M | $441K |
