Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding VANGUARD VANGUARD TRGT RETIRE INC INV MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.5M 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 | DAVID A. BRAMBLE INC. DAVID A. BRAMBLE INC. 401K PROFIT SHARING PLAN AND TRUST | CHESTERTOWN MD | 229 | $26.4M | $1.6M |
| 2 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 4,935 | $31.1M | $277K |
| 3 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. |
INDIANAPOLIS IN |
| 2,855 |
| $24.1M |
| $200K |
| 4 | RETAIL TECHNOLOGY GROUP INC. RETAIL TECHNOLOGY GROUP INC. PROFIT SHARING PLAN TRUST | FENTON MO | 155 | $6.1M | $157K |
| 5 | HAROLD A. STEUBER ENTERPRISES INC. HAROLD A. STEUBER ENTERPRISES INC. 401K PROFIT SHARING PLAN | SAN LEANDRO CA | 129 | $16.1M | $82K |
| 6 | FIRST RESOURCES CORP. FIRST RESOURCES CORP. 403(B) PLAN | OTTUMWA IA | 336 | $2.5M | $64K |
| 7 | COVENANT WOODS COVENANT WOODS 403B RETIREMENT SAVINGS PLAN | MECHANICSVILLE VA | 317 | $10.4M | $61K |
| 8 | THE KINGS ACADEMY INC. THE KINGS ACADEMY INC. 403B RETIREMENT PLAN | WEST PALM BEACH FL | 293 | $16.2M | $38K |
| 9 | VISTA DEL MAR CHILD AND FAMILY SERVICES 403B THRIFT PLAN OF VISTA DEL MAR CHILD AND FAMILY SERVICES | LOS ANGELES CA | 596 | $15.6M | $18K |
