Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 170 U.S. retirement plans report holding Vanguard Target Retirement Income Fund -- in their Schedule of Assets, totaling $161.2M 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 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $16.9M |
| 2 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $16.3M |
| 3 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN |
LENEXA KS |
| 1,067 |
| $577.8M |
| $10.8M |
| 4 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER IL | 9,692 | $285.3M | $8.0M |
| 5 | BNP PARIBAS BNP PARIBAS 401K SAVINGS PLAN | NEW YORK NY | 3,655 | $2.2B | $7.3M |
| 6 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $7.0M |
| 7 | PHOENIX INFRASTRUCTURE LLC THE PHOENIX 401(K) SAVINGS PLAN | COPPELL TX | 495 | $84.4M | $6.6M |
| 8 | BOSE MCKINNEY & EVANS LLP BOSE MCKINNEY & EVANS RETIREMENT PLAN | INDIANAPOLIS IN | 175 | $141.4M | $5.8M |
| 9 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $5.4M |
| 10 | PREMIUM BRANDS SERVICES LLC PREMIUM BRANDS SERVICES LLC 401(K) SAVINGS PLAN | MAHWAH NJ | 11,631 | $382.6M | $4.3M |
