Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2050 Investment Fund in their Schedule of Assets, totaling $8.5M 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 | INSURITY, LLC. INSURITY, LLC. 401(K) RETIREMENT SAVINGS PLAN | HARTFORD CT | 642 | $158.1M | $6.3M |
| 2 | HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES DBA HATTIE LARLHA HATTIE LARLHAM 403(B) RETIREMENT SAVINGS PLAN | MANTUA OH | 1,048 | $14.2M | $950K |
| 3 | VERISMA SYSTEMS, INC. |
ALPHARETTA GA |
| 1,437 |
| $9.4M |
| $761K |
| 4 | URBAN PLATES, LLC URBAN PLATES 401(K) PLAN | SOLANA BEACH CA | 602 | $1.6M | $272K |
| 5 | CHILD MIND INSTITUTE, INC. CHILD MIND INSTITUTE, INC. 401(K) PLAN & TRUST | NEW YORK NY | 383 | $24.2M | $215K |
