Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Target Ret 2030 (I) in their Schedule of Assets, totaling $473K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LELAND MANAGEMENT, INC. RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. | ORLANDO FL | 355 | $4.8M | $296K |
| 2 | MOTIVHEALTH INSURANCE COMPANY HEALTHEQUITY RETIREMENT SERVICES PLAN-MOTIVHEALTH INSURANCE COMPANY | SOUTH JORDAN UT | 198 | $4.9M | $143K |
| 3 | NUVIA MSO, LLC |
COTTONWOOD HEIGHTS UT |
| 1,555 |
| $6.7M |
| $35K |