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 Income Investment Fund in their Schedule of Assets, totaling $597K 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 | SIBLEY MEMORIAL HOSPITAL SIBLEY MEMORIAL HOSPITAL 403(B) PLAN | WASHINGTON DC | 2,865 | $10.2M | $463K |
| 2 | STONE BREWING CO., LLC STONE BREWING CO., LLC 401(K) PLAN | ESCONDIDO CA | 653 | $31.4M | $96K |
| 3 | URBAN PLATES, LLC URBAN PLATES 401(K) PLAN |
SOLANA BEACH CA |
| 602 |
| $1.6M |
| $38K |
