Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 202 U.S. retirement plans report holding Vanguard Vanguard target retirement income in their Schedule of Assets, totaling $224.5M 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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $26.5M |
| 2 | MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,979 | $1.4B | $18.8M |
| 3 | BAPTIST HEALTHCARE SYSTEM, INC. BAPTIST HEALTH THRIFT PLAN |
LOUISVILLE KY |
| 2 |
| $1.2B |
| $13.6M |
| 4 | AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA CLUB FUTURESAVE PLAN | COSTA MESA CA | 14,373 | $1.6B | $13.1M |
| 5 | COMMUNITY PSYCHIATRY MANAGEMENT, LLC MINDPATH HEALTH RETIREMENT PLAN | SACRAMENTO CA | 971 | $64.5M | $6.5M |
| 6 | LASKO PRODUCTS, LLC LASKO PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | WEST CHESTER PA | 889 | $78.1M | $6.0M |
| 7 | NATIONWIDE CHILDREN'S HOSPITAL, INC. NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 16,511 | $1.0B | $6.0M |
| 8 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES | MINNEAPOLIS MN | 4,784 | $454.8M | $5.4M |
| 9 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. AURA, INC. MONEY PURCHASE PENSION PLAN AND TRUST | WASHINGTON DC | 1,591 | $428.1M | $5.2M |
| 10 | WHITE CASTLE SYSTEM, INC. WHITE CASTLE 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS OH | 1,879 | $96.7M | $4.8M |
