Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Target Retirement Income Investor Shares in their Schedule of Assets, totaling $16.3M 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 | ACCESS COMMUNITY HEALTH NETWORK ACCESS COMMUNITY HEALTH NETWORK RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,071 | $71.6M | $5.1M |
| 2 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $4.5M |
| 3 | CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER |
CONWAY SC |
| 1,857 |
| $89.1M |
| $2.4M |
| 4 | MASONIC CHARITY FOUNDATION OF NEW JERSEY MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN | BURLINGTON NJ | 383 | $17.3M | $1.0M |
| 5 | NATIONAL CHURCH RESIDENCES NATIONAL CHURCH RESIDENCES 403(B) SAVINGS PLAN | COLUMBUS OH | 2,364 | $54.9M | $999K |
| 6 | ELWYN ELWYN DEFINED CONTRIBUTION 403(B) PLAN | ELWYN PA | 2,534 | $73.7M | $872K |
| 7 | GOODSILL ANDERSON QUINN & STIFEL A LIMITED LIABILITY LAW PARTNERSHIP RETIREMENT PLAN OF GOODSILL ANDERSON QUINN & STIFEL | HONOLULU HI | 93 | $50.1M | $468K |
| 8 | LITTLE FLOWER MANOR, INC. LITTLE FLOWER MANOR, INC 403(B) PLAN | DARBY PA | 145 | $4.2M | $367K |
| 9 | HARNETT HEALTH SYSTEM, INC. HARNETT HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT 403(B) PLAN | DUNN NC | 0 | $33.8M | $261K |
| 10 | LOUISIANA FEDERAL CREDIT UNION LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN | LA PLACE LA | 123 | $11.0M | $135K |
