Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement Income Investor Shares Mutual fund - in their Schedule of Assets, totaling $4.9M 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 | EASTER SEALS SOUTHERN CALIFORNIA, INC. EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN | IRVINE CA | 2,939 | $91.7M | $1.3M |
| 2 | PRICE TRANSFER, INC. PRICE TRANSFER, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | RANCHO DOMINGUEZ CA | 311 | $15.8M | $1.3M |
| 3 | ZOOM VIDEO COMMUNICATIONS, INC. |
SAN JOSE CA |
| 3,593 |
| $379.0M |
| $953K |
| 4 | CHASE PETROLEUM SERVICES & SUPPLY, LLC. THE CHASE GROUP 401(K) PLAN | ARTESIA NM | 180 | $26.6M | $539K |
| 5 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN | PRINCETON NJ | 6,381 | $31.1M | $364K |
| 6 | PINES HEALTH SERVICES PINES HEALTH SERVICES 403(B) PLAN | CARIBOU ME | 151 | $14.6M | $237K |
| 7 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION 401(K) PLAN | ARTESIA NM | 94 | $64.1M | $166K |
| 8 | OPERA SOLUTIONS LLC OPERA SOLUTIONS, LLC 401(K) PLAN | JERSEY CITY NJ | 106 | $7.5M | $11K |
