Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement Income Investment in their Schedule of Assets, totaling $2.0M 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 | SOUTHWEST BUSINESS CORPORATION SWBC 401(K) PLAN | SAN ANTONIO TX | 2,025 | $275.0M | $1.0M |
| 2 | ATX PEO SERVICES, INC. ATARAXIS PEO RETIREMENT SAVINGS PLAN | BOISE ID | 1,470 | $35.3M | $572K |
| 3 | THE CENTER FOR REPRODUCTIVE RIGHTS, INC. CENTER FOR REPRODUCTIVE RIGHTS RETIREMENT PLAN |
NEW YORK NY |
| 178 |
| $31.1M |
| $212K |
| 4 | LOCKHEED MARTIN GLOBAL, INC. LOCKHEED MARTIN SAVINGS PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA MD | 492 | $12.0M | $82K |
| 5 | FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE FL | 92 | $20.9M | $32K |
| 6 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $31K |
| 7 | THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH FL | 373 | $47.2M | $12K |
