Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 107 U.S. retirement plans report holding Vanguard Target Retirement Income Registered investment company in their Schedule of Assets, totaling $176.1M 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 | TRUSTEES OF COLUMBIA UNIVERSITY RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY | NEW YORK NY | 15,229 | $5.6B | $50.4M |
| 2 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN | MENANDS NY | 562 | $63.4M | $18.4M |
| 3 | PRINCETON UNIVERSITY |
PRINCETON NJ |
| 8,608 |
| $2.4B |
| $7.8M |
| 4 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $7.6M |
| 5 | TIMES PUBLISHING COMPANY TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS PLAN | ST PETERSBURG FL | 235 | $199.4M | $6.2M |
| 6 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $6.0M |
| 7 | SCHRODER US HOLDINGS INC. SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN | NEW YORK NY | 344 | $220.8M | $5.4M |
| 8 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $5.0M |
| 9 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $5.0M |
| 10 | BOURNS, INC. BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | RIVERSIDE CA | 287 | $148.3M | $4.7M |
