Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Target Retirement Income Inv Mutual fund n/a in their Schedule of Assets, totaling $11.5M 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 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $5.2M |
| 2 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $2.1M |
| 3 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN |
LAS VEGAS NV |
| 320 |
| $32.5M |
| $1.0M |
| 4 | CALTROL, INC CALTROL, INC. 401K SAVINGS PLAN | LAS VEGAS NV | 307 | $27.3M | $886K |
| 5 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $439K |
| 6 | PRECISION GRINDING & MANUFACTURING CORP. PRECISION GRINDING & MANUFACTURING CORP. PROFIT SHARING 401(K) RETIREMENT PLAN | ROCHESTER NY | 134 | $13.2M | $425K |
| 7 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $354K |
| 8 | CYPRESS ENVIRONMENTAL MANAGEMENT, LLC CYPRESS ENVIRONMENTAL MANAGEMENT, LLC 401(K) PLAN | TULSA OK | 247 | $14.1M | $145K |
| 9 | ALDEVRON, LLC ALDEVRON RETIREMENT SAVINGS PLAN | FARGO ND | 0 | $0 | $108K |
| 10 | MAGGIE SOTTERO DESIGNS, LLC MAGGIE SOTTERO DESIGNS, LLC RETIREMENT PLAN | SALT LAKE CITY UT | 90 | $11.4M | $99K |
