Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Vanguard target retirement income inv Registered Investment Company in their Schedule of Assets, totaling $45.9M 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 | EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA CA | 354 | $107.7M | $18.9M |
| 2 | NEPTUNE AVIATION SERVICES INC. NEPTUNE AVIATION SAVINGS AND INVESTMENT PLAN | MISSOULA MT | 202 | $28.7M | $4.5M |
| 3 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN |
PLACERVILLE CA |
| 1,486 |
| $160.7M |
| $4.1M |
| 4 | COOPER HATCHERY, INC. COOPER FARMS RETIREMENT PLAN | OAKWOOD OH | 1,692 | $130.0M | $3.1M |
| 5 | NATION'S FOODSERVICE, INC. NATION'S FOODSERVICE, INC. EMPLOYEES' 401(K) PLAN | EL CERRITO CA | 314 | $12.3M | $2.1M |
| 6 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN | SOUTHFIELD MI | 371 | $46.5M | $1.8M |
| 7 | UNIVERSAL AUDIO INC. UNIVERSAL AUDIO INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTS VALLEY CA | 239 | $37.6M | $1.2M |
| 8 | HEBREW HOME FOR THE AGED DISABLED JEWISH HOME OF SAN FRANCISCO 403(B) PLAN | SAN FRANCISCO CA | 831 | $24.0M | $1.1M |
| 9 | EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE OR | 473 | $92.9M | $1.0M |
| 10 | WILLAMETTE VIEW, INC. WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN | PORTLAND OR | 255 | $11.0M | $922K |
