Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Target Retirement Incm Inv in their Schedule of Assets, totaling $7.9M 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 | AARON'S, LLC AARON'S 401(K) RETIREMENT PLAN | ATLANTA GA | 7,969 | $186.0M | $5.7M |
| 2 | BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN | ST. PETERSBURG GA | 413 | $50.4M | $1.3M |
| 3 | IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC 401K PS PLAN |
IMPERIAL CA |
| 237 |
| $11.9M |
| $427K |
| 4 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO IL | 659 | $40.6M | $422K |
| 5 | GREGORY M. PARKER, INC. GREGORY M. PARKER, INC. 401K PLAN | SAVANNAH GA | 810 | $5.8M | $13K |
| 6 | TELIT IOT SOLUTIONS, INC. TELIT NORTH AMERICA 401(K) PLAN | DURHAM NC | 156 | $25.1M | $9K |
