Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Target Retirement Income Pooled separate account in their Schedule of Assets, totaling $3.0M 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 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $782K |
| 2 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $648K |
| 3 | KOOPMAN LUMBER COMPANY, INC. |
WHITINSVILLE MA |
| 381 |
| $29.6M |
| $462K |
| 4 | LFH MANAGEMENT, LLC LA FONDA HOTEL 401(K) PROFIT SHARING PLAN | SANTA FE NM | 213 | $5.7M | $388K |
| 5 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN | OMAHA NE | 842 | $15.1M | $233K |
| 6 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $138K |
| 7 | ARCHERPOINT TRANSACTION HOLDCO, INC. ARCHERPOINT EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | LOGANVILLE GA | 71 | $36.8M | $106K |
| 8 | GOODWILL OF THE OLYMPICS AND RAINIER REGION GOODWILL OF THE OLYMPICS AND RAINIER REGION 401(K) PLAN | TACOMA WA | 1,177 | $3.4M | $58K |
| 9 | LILE INTERNATIONAL COMPANIES, INC. LILE INTERNATIONAL COMPANIES, INC. 401(K) PLAN | TIGARD OR | 96 | $6.4M | $48K |
| 10 | WILDFLOWER INTERNATIONAL, LTD. WILDFLOWER INTERNATIONAL, LTD. 401(K) PLAN | SANTA FE NM | 84 | $5.3M | $46K |
