Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Tgt Rmt Inc Inv Fund Mutual fund in their Schedule of Assets, totaling $20.5M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $6.3M |
| 2 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $2.6M |
| 3 | ZIRKLE FRUIT COMPANY ZIRKLE FRUIT COMPANY 401(K) PROFIT SHARING PLAN |
SELAH WA |
| 3,930 |
| $81.2M |
| $2.3M |
| 4 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $1.6M |
| 5 | BOARDWALK IG MANAGEMENT, LLC BOARDWALK IG 401(K) PLAN | COSTA MESA CA | 67 | $15.2M | $1.1M |
| 6 | CORNWELL QUALITY TOOLS COMPANY CORNWELL QUALITY TOOLS COMPANY PROFIT SHARING 401(K) PLAN | WADSWORTH OH | 327 | $12.9M | $972K |
| 7 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $940K |
| 8 | JACK RESNICK & SONS, INC. JACK RESNICK & SONS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 172 | $40.3M | $874K |
| 9 | COMMUNITY CONCEPTS, INC. COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN | LEWISTON ME | 349 | $12.7M | $848K |
| 10 | BOLDYN NETWORKS US OPERATIONS LLC BOLDYN NETWORKS US OPERATIONS LLC 401(K) PLAN | IRVINE CA | 425 | $50.6M | $538K |
