Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement Income Mutual fund a in their Schedule of Assets, totaling $2.7M 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 | RESER'S FINE FOODS, INC. RESER'S FINE FOODS INC. 401(K) PLAN | BEAVERTON OR | 4,604 | $154.9M | $713K |
| 2 | ALPHA MEDIA, LLC ALPHA MEDIA LLC 401(K) RETIREMENT PLAN | PORTLAND OR | 794 | $34.1M | $672K |
| 3 | PQ LLC PQ LLC. SAVINGS AND RETIREMENT PLAN |
MALVERN PA |
| 303 |
| $72.9M |
| $595K |
| 4 | BOND & STEELE CLINIC, P.A. BOND CLINIC, P.A. PROFIT SHARING PLAN | WINTER HAVEN FL | 396 | $89.6M | $539K |
| 5 | COLUMBIA EYE CLINIC, P.A. COLUMBIA EYE CLINIC, P. A. 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 218 | $24.3M | $102K |
| 6 | ZUERN BUILDING PRODUCTS, INC ZUERN BUILDING PRODUCTS, INC 401(K) PROFIT SHARING PLAN | SLINGER WI | 200 | $22.6M | $53K |