Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding VANGUARD TRGT INCOME RETRMNT MUTUAL FUNDS in their Schedule of Assets, totaling $23.3M 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 | ISLAND EMPLOYMENT SERVICES, LLC ISLAND EMPLOYMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 302 | $120.8M | $4.4M |
| 2 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN | MONROE MI | 6,609 | $351.3M | $2.6M |
| 3 | AMEDISYS HOLDING, LLC |
BATON ROUGE LA |
| 19,170 |
| $954.9M |
| $1.7M |
| 4 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $1.5M |
| 5 | UNIFIRST CORPORATION UNIFIRST RETIREMENT SAVINGS PLAN | WILMINGTON MA | 12,174 | $554.2M | $1.3M |
| 6 | LUFTHANSA GERMAN AIRLINES VOLUNTARY INVESTMENT PLAN FOR EMPLOYEES OF LUFTHANSA | UNIONDALE NY | 1,858 | $353.8M | $1.3M |
| 7 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN | CHARLESTON SC | 2,441 | $536.9M | $1.2M |
| 8 | ODYSSEY REINSURANCE COMPANY ODYSSEY REINSURANCE COMPANY PROFIT SHARING PLAN | STAMFORD CT | 1,023 | $309.4M | $1.2M |
| 9 | AQUITY SOLUTIONS, LLC AQUITY SOLUTIONS, LLC 401(K) PLAN | RALEIGH NC | 1,248 | $59.7M | $1.0M |
| 10 | SECURITAS TECHNOLOGY CORPORATION SECURITAS TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN | WESTLAKE VILLAGE CA | 3,616 | $198.5M | $953K |
