Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Target Retirement Income Fund Mutual fund NR in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN | ARLINGTON VA | 2,569 | $55.1M | $640K |
| 2 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC PERPETUAL CAPITAL 401(K) PLAN | ARLINGTON VA | 3,654 | $76.7M | $631K |
| 3 | THE DAILY BEAST COMPANY LLC THE DAILY BEAST COMPANY EMPLOYEES' SAVINGS PLAN |
NEW YORK NY |
| 66 |
| $12.2M |
| $618K |
| 4 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $144K |
| 5 | SABRE SYSTEMS, LLC SABRE SYSTEMS, LLC 401(K) PLAN | WARMINSTER PA | 282 | $49.3M | $109K |
| 6 | OCT CONSULTING, LLC. OCT CONSULTING, LLC. 401(K) PLAN | MCLEAN VA | 146 | $3.7M | $102K |
| 7 | CLUTCH CO. LLC DBA CLUTCH CLUTCH CO. LLC DBA CLUTCH 401(K) PLAN | WASHINGTON DC | 97 | $8.9M | $84K |
| 8 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $80K |
| 9 | ATHENA TECHNOLOGY GROUP, INC. ATHENA TECHNOLOGY GROUP, INC. 401(K) PLAN | EAST SETAUKET NY | 88 | $3.7M | $79K |
| 10 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN | CHICAGO IL | 668 | $7.7M | $44K |
