Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 197 U.S. retirement plans report holding Vanguard Target Retirement Income – Inv Mutual Fund in their Schedule of Assets, totaling $109.1M 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 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $10.0M |
| 2 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $9.6M |
| 3 | D & H DISTRIBUTING CO. |
HARRISBURG PA |
| 1,483 |
| $90.2M |
| $5.9M |
| 4 | HEIDELBERG AMERICAS, INC. HEIDELBERG RETIREMENT SAVINGS PLAN | KENNESAW GA | 445 | $228.7M | $3.8M |
| 5 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD MS | 513 | $59.8M | $3.0M |
| 6 | FERRELL COMPANIES, INC FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN | LIBERTY MO | 4,414 | $252.1M | $2.9M |
| 7 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $2.8M |
| 8 | MIRION TECHNOLOGIES, INC. MIRION TECHNOLOGIES 401(K) PLAN | ATLANTA GA | 1,329 | $201.3M | $2.8M |
| 9 | NEWMAN SIGNS, INC. NEWMAN SIGNS, INC. RETIREMENT 401(K) PLAN | JAMESTOWN ND | 123 | $21.6M | $2.6M |
| 10 | MGM RESORTS INTERNATIONAL THE MGM RESORTS 401(K) SAVINGS PLAN | LAS VEGAS NV | 37,717 | $2.2B | $2.5M |
