Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Target Retirement Income Mutual fund in their Schedule of Assets, totaling $12.2M 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 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $4.7M |
| 2 | HARDINGE INC. HARDINGE INC. RETIREMENT PLAN | ELMIRA NY | 488 | $59.4M | $1.9M |
| 3 | QUICK CHEK CORPORATION QUICK CHEK CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN |
WHITEHOUSE STATION NJ |
| 892 |
| $61.0M |
| $1.6M |
| 4 | BUCKLEY LLP BUCKLEY LLP PROFIT SHARING AND SECTION 401(K) PLAN | WASHINGTON DC | 201 | $95.9M | $560K |
| 5 | CLEVELAND INTEGRITY SERVICES, INC. CLEVELAND INTEGRITY SERVICES, INC. 401(K) PLAN | CLEVELAND OK | 889 | $10.4M | $351K |
| 6 | KREIDER DAIRY FARMS, INC. KREIDER FARMS 401(K) PLAN | MANHEIM PA | 341 | $6.8M | $331K |
| 7 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $319K |
| 8 | FLOERSCH IGA, INC. RAY'S APPLE MARKET STORES PROFIT SHARING 401(K) PLAN & TRUST | CLAY CENTER KS | 150 | $4.1M | $283K |
| 9 | CAPEWELL AERIAL SYSTEMS LLC CAPEWELL AERIAL SYSTEMS LLC 401(K) PLAN | SOUTH WINDSOR CT | 176 | $9.7M | $269K |
| 10 | STANDISH MANAGEMENT, LLC STANDISH MANAGEMENT RETIREMENT PLAN | WALNUT CREEK CA | 672 | $42.9M | $266K |
