Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vngrd Trgt Rtrmt Inc in their Schedule of Assets, totaling $1.0M 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 | UNITED SECURITY BANK UNITED SECURITY BANK CASH OR DEFERRED STOCK OWNERSHIP PLAN | FRESNO CA | 108 | $14.2M | $679K |
| 2 | OVERBROOK FRIEDLANDER PROGRAMS OVERBROOK FRIEDLANDER PROGRAMS 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 91 | $3.4M | $148K |
| 3 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA |
MACON GA |
| 1,291 |
| $7.5M |
| $102K |
| 4 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX | 320 | $8.2M | $76K |