Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 202 U.S. retirement plans report holding Vanguard target retirement income inv in their Schedule of Assets, totaling $145.6M 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 | MERCY HEALTH CORPORATION MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN | ROCKFORD IL | 7,008 | $827.7M | $12.7M |
| 2 | GUIDEHOUSE INC. GUIDEHOUSE INC. RETIREMENT PLAN | MCLEAN VA | 8,074 | $1.3B | $11.1M |
| 3 | MARY KAY INC. MARY KAY INC. PROFIT SHARING AND 401(K) PLAN |
ADDISON TX |
| 1,459 |
| $792.7M |
| $9.6M |
| 4 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $8.1M |
| 5 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $5.3M |
| 6 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $4.6M |
| 7 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $4.0M |
| 8 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $3.7M |
| 9 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 2,040 | $116.1M | $2.8M |
| 10 | HMH ENGINEERS HMH 401(K) PLAN | SAN JOSE CA | 88 | $28.0M | $2.7M |
