Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 119 U.S. retirement plans report holding Vanguard Target Retirement Income - in their Schedule of Assets, totaling $178.3M 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 THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $52.5M |
| 2 | ESSENTRA HOLDINGS CORPORATION ESSENTRA USA DEFERRED SAVINGS PLAN | WESTCHESTER IL | 715 | $119.2M | $11.3M |
| 3 | TRADEWIND GROUP, INC. |
HONOLULU HI |
| 439 |
| $125.7M |
| $10.4M |
| 4 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $6.0M |
| 5 | HAWAIIAN TELCOM COMMUNICATIONS INC. HAWAIIAN TELCOM 401(K) PLAN FOR HOURLY EMPLOYEES | HONOLULU HI | 772 | $132.2M | $5.8M |
| 6 | CIC GROUP, INC. CIC GROUP, INC. OFFICE 401(K) SAVINGS PLAN AND TRUST | FENTON MO | 683 | $171.0M | $5.6M |
| 7 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR ASSOCIATES | PHILADELPHIA PA | 344 | $161.7M | $5.5M |
| 8 | CGG SERVICES (U.S.) INC. CGG 401(K) RETIREMENT PLAN | HOUSTON TX | 839 | $360.8M | $5.5M |
| 9 | SAF-HOLLAND, INC. SAF-HOLLAND, INC. 401(K) SAVINGS PLAN | MUSKEGON MI | 644 | $83.4M | $5.4M |
| 10 | TRUSTEES OF IBEW LOCAL UNION NO. 126 RETIREMENT PLAN IBEW LOCAL UNION NO. 126 RETIREMENT PLAN | COLLEGEVILLE PA | 6,529 | $1.1B | $5.2M |
