Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement Income Inv N/R in their Schedule of Assets, totaling $2.7M 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 | JHT HOLDINGS, INC. JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 401(K) PLAN | PLEASANT PRAIRIE WI | 216 | $24.1M | $913K |
| 2 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RTRMT COMMUNITIES, INC. INGLESIDE 401(K) PLAN | ROCKVILLE MD | 812 | $19.6M | $822K |
| 3 | ELKAY PLASTICS CO., INC. |
COMMERCE CA |
| 190 |
| $22.3M |
| $479K |
| 4 | ADELPHOI USA, INC. ADELPHOI USA, INC. TAX DEFERRED ANNUITY PLAN | LATROBE PA | 737 | $30.0M | $443K |
| 5 | MHY FAMILY SERVICES MHY FAMILY SERVICES 403B PLAN | MARS PA | 123 | $2.6M | $9K |
