Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement Income Investment Mutual Fund - in their Schedule of Assets, totaling $1.2M 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 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN | MOBILE AL | 175 | $47.7M | $1.1M |
| 2 | CALIFORNIA PAYROLL GROUP CALIFORNIA PAYROLL GROUP 401(K) PLAN | AGOURA HILLS CA | 296 | $8.1M | $99K |
| 3 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN |
CARMEL IN |
| 559 |
| $114.6M |
| $5K |
| 4 | NOSAL BUILDERS, INC. NOSAL BUILDERS, INC. 401(K) PLAN | CHESHIRE CT | 135 | $8.0M | $2K |
