Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard target Retirement Income Investor Shares " in their Schedule of Assets, totaling $21.0M 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 | BEEBE MEDICAL CENTER BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN | LEWES DE | 2,909 | $267.9M | $10.0M |
| 2 | LIFESTANCE HEALTH, INC. LIFESTANCE HEALTH 401(K) PLAN | SCOTTSDALE AZ | 10,486 | $295.4M | $4.7M |
| 3 | BOARD OF TRUSTEES IUOE LOCAL 324 RETIREMENT TRUST FUND INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND |
TROY MI |
| 1,833 |
| $70.3M |
| $3.1M |
| 4 | SIMPLEX INVESTMENTS, LLC SIMPLEX INVESTMENTS, LLC 401(K) PLAN | CHICAGO IL | 109 | $43.0M | $1.4M |
| 5 | THE CHILDREN'S VILLAGE, INC. THE CHILDREN'S VILLAGE, INC. 401(K) PLAN | DOBBS FERRY NY | 1,451 | $47.0M | $826K |
| 6 | GULBRANDSEN CHEMICALS, INC. GULBRANDSEN COMPANIES RETIREMENT SAVINGS PLAN | ORANGEBURG SC | 96 | $22.9M | $368K |
| 7 | BATTERIES PLUS, LLC BATTERIES PLUS, LLC 401(K) PLAN | HARTLAND WI | 1,015 | $41.1M | $299K |
| 8 | MERCY CARE MANAGEMENT, INC. MERCYCARE 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 453 | $78.4M | $96K |
| 9 | BIOMATRIX SPECIALTY PHARMACY, LLC BIOMATRIX SPECIALTY PHARMACY, LLC 401(K) PLAN | PLANTATION FL | 266 | $19.9M | $95K |
| 10 | GREENPATH, INC. GREENPATH, INC. 403(B) RETIREMENT PLAN | FARMINGTON HILLS MI | 465 | $50.5M | $85K |
