Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Vanguard Target Retirement Income Mutual funds in their Schedule of Assets, totaling $28.2M 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 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND IRON WORKERS LOCAL 17 ANNUITY FUND | TROY MI | 1,369 | $101.0M | $5.5M |
| 2 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $4.3M |
| 3 | ENGEO INCORPORATED ENGEO INCORPORATED 401(K) PLAN |
SAN RAMON CA |
| 234 |
| $77.8M |
| $2.2M |
| 4 | USHIO AMERICA, INC. USHIO AMERICA AND CHRISTIE DIGITAL SAVINGS AND RETIREMENT PLAN | CYPRESS CA | 496 | $137.9M | $2.1M |
| 5 | APPLE BANK APPLE BANK FOR SAVINGS 401(K) PLAN | NEW YORK NY | 1,308 | $171.0M | $1.8M |
| 6 | HAND ARENDALL HARRISON SALE LLC HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST | MOBILE AL | 166 | $106.9M | $1.5M |
| 7 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $1.4M |
| 8 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $1.3M |
| 9 | OSG SHIP MANAGEMENT, INC. OSG SHIP MANAGEMENT, INC. SAVINGS PLAN | TAMPA FL | 84 | $73.0M | $843K |
| 10 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN | SAN RAFAEL CA | 333 | $66.5M | $840K |
