Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard Target Retirement Income Fund Mutual funds in their Schedule of Assets, totaling $31.8M 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 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $6.9M |
| 2 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $6.8M |
| 3 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN |
NEW YORK NY |
| 3,506 |
| $528.9M |
| $5.4M |
| 4 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $3.6M |
| 5 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $2.3M |
| 6 | RO-MAC LUMBER & SUPPLY, INC. RO-MAC LUMBER & SUPPLY, INC. 401(K) PLAN | LEESBURG FL | 327 | $11.8M | $1.2M |
| 7 | DLB ASSOCIATES CONSULTING ENGINEERS, PC DLB ASSOCIATES 401(K) SAVINGS AND INVESTMENT PLAN | NEPTUNE NJ | 324 | $61.1M | $1.0M |
| 8 | LUND FOOD HOLDINGS, INC. LUND FOOD HOLDINGS, INC. 401(K) PLAN | EDINA MN | 2,414 | $66.2M | $708K |
| 9 | GOLDEN STATE HEALTH CENTERS, INC. GOLDEN STATE HEALTH CENTERS, INC. 401(K) PLAN | SHERMAN OAKS CA | 795 | $8.8M | $672K |
| 10 | OREGON MUTUAL INSURANCE COMPANY OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 143 | $42.9M | $653K |
