Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Target Retirement Income Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $12.1M 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 | NEIGHBORHEALTH NEIGHBORHEALTH 401(K) PLAN | EAST BOSTON MA | 1,353 | $80.7M | $2.3M |
| 2 | THE ESAB GROUP, INC. THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | NORTH BETHESDA MD | 1,161 | $222.0M | $2.1M |
| 3 | NEIGHBORHEALTH NEIGHBORHEALTH 403(B) PLAN |
EAST BOSTON MA |
| 169 |
| $31.2M |
| $1.9M |
| 4 | CNOOC ENERGY U.S.A. LLC CNOOC 401(K) SAVINGS AND PENSION PLAN | HOUSTON TX | 75 | $73.9M | $1.8M |
| 5 | LLOG EXPLORATION COMPANY, L.L.C. LLOG EXPLORATION COMPANY, L.L.C. 401(K) & PROFIT SHARING PLAN | COVINGTON LA | 148 | $79.5M | $837K |
| 6 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $573K |
| 7 | CLEARWAY ENERGY GROUP LLC CLEARWAY ENERGY GROUP LLC EMPLOYEE SAVINGS PLAN | SAN FRANCISCO CA | 892 | $151.2M | $465K |
| 8 | LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK CA | 6,273 | $219.3M | $369K |
| 9 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $359K |
| 10 | ROADONE WEST, INC. ROADONE WEST, INC. 401(K) PLAN | SAN DIEGO CA | 396 | $13.0M | $329K |
