Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 185 U.S. retirement plans report holding Vanguard Vanguard Target Retirement Income Inv. in their Schedule of Assets, totaling $112.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $19.8M |
| 2 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | TACOMA WA | 16,756 | $1.2B | $14.5M |
| 3 | THE ART INSTITUTE OF CHICAGO |
CHICAGO IL |
| 1,365 |
| $211.0M |
| $7.4M |
| 4 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN | HOUSTON TX | 3,304 | $560.3M | $3.6M |
| 5 | AMERICAN ENTERPRISE INSTITUTE RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | WASHINGTON DC | 359 | $100.3M | $3.5M |
| 6 | CAROLINA ASTHMA & ALLERGY CENTER, PA CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN | CHARLOTTE NC | 176 | $30.2M | $2.5M |
| 7 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $2.4M |
| 8 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $2.3M |
| 9 | JAKE SWEENEY AUTOMOTIVE, INC. JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN | CINCINNATI OH | 488 | $26.9M | $2.2M |
| 10 | HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN | KINGSTON NY | 1,286 | $103.1M | $1.8M |
