Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Target Retirement Income Investment fund Mutual Fund in their Schedule of Assets, totaling $9.0M 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 | SATICOY LEMON ASSOCIATION SATICOY LEMON ASSOCIATION 401(K) / PROFIT SHARING PLAN | SANTA PAULA CA | 232 | $20.0M | $3.8M |
| 2 | BONADIO & CO., LLP BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN | PITTSFORD NY | 961 | $150.2M | $1.6M |
| 3 | UNIVERSAL ENGINEERING SCIENCES, LLC |
ORLANDO FL |
| 3,690 |
| $151.3M |
| $1.1M |
| 4 | MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. 401(K) RETIREMENT PLAN | HERNDON VA | 703 | $42.3M | $697K |
| 5 | NATIONAL BANK HOLDINGS CORP NATIONAL BANK HOLDINGS CORPORATION 401(K) PLAN | KANSAS CITY MO | 1,397 | $76.7M | $691K |
| 6 | PACIFIC LANDMARK LIMITED PACIFIC LANGHAM 401(K) PLAN | SAN FRANCISCO CA | 1,396 | $50.9M | $461K |
| 7 | MOUNTAIN COMPREHENSIVE HEALTH CORPORATION SECTION 403(B) RETIREMENT PLAN FOR MOUNTAIN COMPREHENSIVE HEALTH CORPORATION | WHITESBURG KY | 605 | $21.4M | $371K |
| 8 | DREW MARINE USA, INC. DREW MARINE EMPLOYEE SAVINGS PLAN | WATERBURY CT | 97 | $17.8M | $190K |
| 9 | CLEARVIEW HOTEL CAPITAL, LLC DOLPHIN HOTEL MANAGEMENT 401(K) PLAN | NEWPORT BEACH CA | 821 | $4.8M | $75K |
| 10 | SWIRE SHIPPING US INC. SWIRE SHIPPING US INC 401(K) PLAN | PUYALLUP WA | 73 | $11.9M | $13K |
