Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement Income Shares of registered investment companies in their Schedule of Assets, totaling $1.1M 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 | CATLIN GABEL SCHOOL CATLIN GABEL SCHOOL RETIREMENT PLAN | PORTLAND OR | 222 | $52.5M | $531K |
| 2 | POINT MONITOR CORPORATION POINT MONITOR CORPORATION 401(K) PLAN | LAKE OSWEGO OR | 154 | $11.7M | $448K |
| 3 | APRIORI TECHNOLOGIES, INC. APRIORI TECHNOLOGIES, INC. 401K PLAN |
CONCORD MA |
| 136 |
| $22.5M |
| $99K |
| 4 | TAYLOR METAL, INC. TAYLOR METAL 401(K) PLAN | SALEM OR | 341 | $7.7M | $6K |
