Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement Income Mutual fund (1) in their Schedule of Assets, totaling $6.5M 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 | DLZ CORPORATION DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | COLUMBUS OH | 752 | $169.8M | $4.0M |
| 2 | SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN | WICHITA KS | 982 | $35.0M | $1.1M |
| 3 | ALTRES GLOBAL BUSINESS SERVICES, INC. |
HONOLULU HI |
| 1,950 |
| $102.2M |
| $735K |
| 4 | KEYSTONE HR LLC KEYSTONE HR LLC RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 253 | $8.6M | $293K |
| 5 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER 401(K) PLAN | BOCA RATON FL | 864 | $11.9M | $81K |
| 6 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER PLAN | BOCA RATON FL | 864 | $11.9M | $81K |
| 7 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | PALM HARBOR FL | 533 | $12.3M | $81K |
| 8 | AMERICHEM, INC. AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CUYAHOGA FALLS OH | 543 | $84.9M | $46K |
| 9 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP | BOCA RATON FL | 2,840 | $49.1M | $43K |
| 10 | DOLLAR FINANCIAL GROUP, INC. DOLLAR FINANCIAL GROUP RETIREMENT PLAN | BERWYN PA | 317 | $26.5M | $43K |
