Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2030 Fund I in their Schedule of Assets, totaling $4.6M 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 | SYNERGY HEALTHCARE ASSOCIATES, P.L.L.C. SYNERGY HEALTHCARE ASSOCIATES 401(K) PLAN | SAN ANTONIO TX | 206 | $30.3M | $3.6M |
| 2 | R & K DISTRIBUTORS, INC. R & K DISTRIBUTORS, INC. 401K DEFERRED COMPENSATION PLAN | LONGVIEW TX | 151 | $6.4M | $679K |
| 3 | OFFSHORE INTERNATIONAL, INC. |
TUCSON AZ |
| 132 |
| $4.8M |
| $255K |
