Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Target Retmt Income in their Schedule of Assets, totaling $4.5M 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 | NORTH ATLANTIC INDUSTRIES, INC. NORTH ATLANTIC INDUSTRIES, INC. 401(K) PLAN | BOHEMIA NY | 214 | $40.2M | $1.4M |
| 2 | MUSICK, PEELER & GARRETT LLP MUSICK, PEELER & GARRETT LLP EMPLOYEE ASSET ACCUMULATION PROGRAM | LOS ANGELES CA | 163 | $136.7M | $1.2M |
| 3 | C&S WORLDWIDE HOLDINGS, INC. |
SYRACUSE NY |
| 582 |
| $106.0M |
| $1.1M |
| 4 | DOYON, LIMITED DOYON 401(K) SAVINGS AND RETIREMENT PLAN | FAIRBANKS AK | 1,096 | $155.6M | $761K |
| 5 | MASLON, LLP MASLON RETIREMENT AND SAVINGS PLAN | MINNEAPOLIS MN | 90 | $72.3M | $41K |
| 6 | SECURITY STATE BANK & TRUST SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN | FREDERICKSBURG TX | 289 | $28.0M | $18K |
