Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Vanguard Target Retirement Income Fund Investor Shares in their Schedule of Assets, totaling $7.8M 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 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $2.4M |
| 2 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $1.1M |
| 3 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN |
ALTON IL |
| 339 |
| $45.0M |
| $615K |
| 4 | ACADEMIC MEDICINE SERVICES INC ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO NY | 238 | $39.5M | $586K |
| 5 | APLA HEALTH & WELLNESS APLA HEALTH & WELLNESS 403(B) PLAN | LOS ANGELES CA | 339 | $23.5M | $411K |
| 6 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) | LOS ANGELES CA | 155 | $63.3M | $398K |
| 7 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY ND | 616 | $98.4M | $353K |
| 8 | FIVE RIVERS CATTLE FEEDING, LLC FIVE RIVERS CATTLE FEEDING, LLC 401(K) PLAN | JOHNSTOWN CO | 622 | $35.8M | $302K |
| 9 | BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA FL | 427 | $9.6M | $297K |
| 10 | PACIFIC COAST TITLE COMPANY PACIFIC COAST TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ORANGE CA | 105 | $7.9M | $294K |
