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 Investment Fund in their Schedule of Assets, totaling $3.5M 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 | HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES DBA HATTIE LARLHA HATTIE LARLHAM 403(B) RETIREMENT SAVINGS PLAN | MANTUA OH | 1,048 | $14.2M | $2.9M |
| 2 | VERISMA SYSTEMS, INC. VERISMA SYSTEMS, INC. 401(K) PLAN | ALPHARETTA GA | 1,437 | $9.4M | $415K |
| 3 | URBAN PLATES, LLC URBAN PLATES 401(K) PLAN |
SOLANA BEACH CA |
| 602 |
| $1.6M |
| $163K |
