Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Retirement Income Trust # in their Schedule of Assets, totaling $413.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DEFINED CONTRIBUTION PENSION PLAN | TROY MI | 35,197 | $1.4B | $273.8M |
| 2 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS SAVINGS PLAN | HOUSTON TX | 6,894 | $6.7B | $119.8M |
| 3 | HEARTLAND DENTAL, LLC |
EFFINGHAM IL |
| 20,969 |
| $1.1B |
| $9.4M |
| 4 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $5.1M |
| 5 | CENTRAL NATIONAL GOTTESMAN INC. CENTRAL NATIONAL GOTTESMAN INC. 401(K) PLAN | PURCHASE NY | 1,440 | $322.4M | $3.7M |
| 6 | PHYSICIANS ENDOSCOPY, LLC THE 401(K) PLAN AND TRUST OF PHYSICIANS ENDOSCOPY, LLC | MINNETONKA MN | 1,371 | $62.9M | $760K |
| 7 | UNITEDHEALTH GROUP VENTURES, LLC UNITEDHEALTH GROUP VENTURES 401(K) RETIREMENT PLAN | MINNETONKA MN | 1,669 | $49.5M | $456K |
| 8 | ZIMMER BIOMET HOLDINGS, INC. ZIMMER SURGICAL, INC.- UNITED STEEL WORKERS LOCAL #2737-15 PLAN | DOVER OH | 44 | $6.8M | $119K |
| 9 | ONTRAK, INC. ONTRAK, INC. 401(K) PLAN | VOORHEES NJ | 106 | $7.5M | $259 |
