Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Target Retmt Income Mutual fund - in their Schedule of Assets, totaling $21.3M 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 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $13.0M |
| 2 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $4.8M |
| 3 | SWA GROUP |
SAUSALITO CA |
| 215 |
| $89.0M |
| $1.4M |
| 4 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $507K |
| 5 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $464K |
| 6 | INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN WA | 527 | $144.0M | $410K |
| 7 | BARRACUDA NETWORKS, INCORPORATED BARRACUDA NETWORKS 401(K) PLAN | CAMPBELL CA | 888 | $134.4M | $353K |
| 8 | BOARD OF TRUSTEES OF U.A. LOCAL 343 PENSION TRUST FUND U. A. LOCAL NOS. 343 & 355 DEFINED CONTRIBUTION PLAN | VACAVILLE CA | 1,430 | $68.6M | $106K |
| 9 | MARINO MANAGEMENT, LLC MARINO MANAGEMENT, LLC 401(K) PLAN | WESTPORT CT | 195 | $25.0M | $66K |
| 10 | MAN ENERGY SOLUTIONS USA INC. MAN ENERGY SOLUTIONS USA INC. 401(K) PLAN | BROOKSHIRE TX | 303 | $54.1M | $65K |
