Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Target Retirement Income Investment Fund " in their Schedule of Assets, totaling $3.9M 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 | A-1 FREEMAN MOVING & STORAGE, INC. A-1 FREEMAN MOVING & STORAGE, INC. 401K PLAN | OKLAHOMA CITY OK | 206 | $17.7M | $1.3M |
| 2 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $648K |
| 3 | UPCHURCH COMPANIES RETIREMENT, LLC |
GREENWOOD MS |
| 437 |
| $17.3M |
| $626K |
| 4 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $505K |
| 5 | HG MS ADMIN, LLC HERRIN-GEAR AUTOPLEX 401(K) PLAN | JACKSON MS | 227 | $6.3M | $157K |
| 6 | MARIO SINACOLA & SONS EXCAVATING, INC. MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN | FRISCO TX | 972 | $44.1M | $151K |
| 7 | UNITED WAY OF GREATER ST. LOUIS, INC. 403(B) PLAN FOR UNITED WAY OF GREATER ST. LOUIS, INC. | ST. LOUIS MO | 132 | $9.7M | $111K |
| 8 | KIDS IN DISTRESS, INC. KIDS IN DISTRESS, INC. 401(K) RETIREMENT PLAN | WILTON MANORS FL | 116 | $6.7M | $110K |
| 9 | ALUCHEM, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | READING OH | 137 | $11.8M | $87K |
| 10 | BAD BOY MOWERS BAD BOY MOWERS 401(K) PLAN | BATESVILLE AR | 923 | $7.9M | $67K |
