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 Inc Instl in their Schedule of Assets, totaling $1.3M 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 | FIRST ENTERTAINMENT CREDIT UNION FIRST ENTERTAINMENT CREDIT UNION DEFINED CONTRIBUTION PLAN | HOLLYWOOD CA | 235 | $27.1M | $1.3M |
| 2 | CARTERET SURGICAL ASSOCIATES, P.A. DBA CAROLINAS CENTER FOR SURGERY CAROLINAS CENTER FOR SURGERY 401(K) PLAN | MOREHEAD CITY NC | 46 | $14.6M | $68K |
| 3 | EQUANS CONTRACTING SERVICES LLC |
ALLENTOWN PA |
| 218 |
| $24.6M |
| $26K |
