Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement Income Mutal Fund in their Schedule of Assets, totaling $3.7M 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 | MRIGLOBAL TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MRIGLOBAL | KANSAS CITY MO | 390 | $113.2M | $3.0M |
| 2 | GILMORE & BELL, P.C. GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST | KANSAS CITY MO | 119 | $72.5M | $702K |
