Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 271 U.S. retirement plans report holding Vanguard Target retirement Income Mutual Fund in their Schedule of Assets, totaling $302.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $27.5M |
| 2 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $23.9M |
| 3 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION |
CERRITOS CA |
| 430 |
| $301.4M |
| $11.7M |
| 4 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $10.4M |
| 5 | STEW LEONARD'S STEW LEONARD'S 401(K) SAVINGS AND RETIREMENT PLAN | NORWALK CT | 1,675 | $131.5M | $10.3M |
| 6 | DREXEL UNIVERSITY DREXEL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 11,873 | $1.8B | $9.3M |
| 7 | ROBSON COMMUNITIES, INC. ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST | SUN LAKES AZ | 568 | $51.5M | $7.3M |
| 8 | BOARD OF TRUSTEES OF THE WESTERN WA U.A. SUPPLEMENTAL PENSION PLAN WESTERN WASHINGTON U.A. SUPPLEMENTAL PENSION PLAN | TUKWILA WA | 4,139 | $661.1M | $7.2M |
| 9 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $6.4M |
| 10 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $6.3M |
