Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Target Retirement Income Investor Fund " in their Schedule of Assets, totaling $9.7M 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 | PORTS AMERICA THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES | CHANDLER AZ | 1,159 | $243.7M | $5.7M |
| 2 | HEBREW SENIORLIFE, INC. HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN | ROSLINDALE MA | 1,609 | $32.9M | $1.7M |
| 3 | TEXAS LEHIGH CEMENT COMPANY, LP |
BUDA TX |
| 201 |
| $22.1M |
| $1.1M |
| 4 | PALOMA PARTNERS MANAGEMENT COMPANY PALOMA PARTNERS RETIREMENT PLAN | GREENWICH CT | 72 | $80.8M | $700K |
| 5 | GOLDEN PASS LNG TERMINAL, LLC GOLDEN PASS LNG TERMINAL LLC 401K PLAN | HOUSTON TX | 347 | $52.3M | $184K |
| 6 | KASHIV BIOSCIENCES, LLC KASHIV BIOSCIENCES, LLC 401(K) PLAN | PISCATAWAY NJ | 194 | $12.9M | $176K |
| 7 | 20/20 PLUMBING & HEATING, INC. 20/20 PLUMBING & HEATING, INC. 401(K) PLAN | RIVERSIDE CA | 578 | $19.1M | $151K |
| 8 | SENKO ADVANCED COMPONENTS, INC. SENKO ADVANCED COMPONENTS 401(K) PLAN | HUDSON MA | 123 | $14.0M | $65K |
| 9 | THE VMC GROUP THE VMC GROUP 401(K) PLAN | BLOOMINGDALE NJ | 192 | $9.0M | $12K |
| 10 | TOWN & COUNTRY LINEN CORPORATION TOWN & COUNTRY LINEN CORPORATION 401(K) RETIREMENT SAVINGS PLAN | LAKEWOOD NJ | 167 | $13.1M | $10K |
