Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Target Retirement Income inv Mutual funds in their Schedule of Assets, totaling $40.9M 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 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $8.6M |
| 2 | ADVANCE BEVERAGE CO., INC. ADVANCE BEVERAGE CO., INC. 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 136 | $25.3M | $7.8M |
| 3 | H. LEE MOFFITT CANCER CENTER |
TAMPA FL |
| 9,939 |
| $504.7M |
| $5.3M |
| 4 | MARBORG INDUSTRIES MARBORG INDUSTRIES 401(K) PLAN | SANTA BARBARA CA | 390 | $73.2M | $4.4M |
| 5 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $2.7M |
| 6 | MALVERN PREPARATORY SCHOOL MALVERN PREPARATORY SCHOOL 403(B)(7) PLAN | MALVERN PA | 261 | $26.4M | $1.9M |
| 7 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN | PHILADELPHIA PA | 173 | $102.7M | $1.7M |
| 8 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $1.6M |
| 9 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $1.4M |
| 10 | WM. BOLTHOUSE FARMS, INC. DBA GENEROUS BRANDS BOLTHOUSE FARMS, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 2,414 | $89.0M | $1.1M |
