Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard VTINX - Vanguard Target Retirement Income in their Schedule of Assets, totaling $1.9M 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 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $1.5M |
| 2 | LEVER1 LEVER1 RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,721 | $53.7M | $170K |
| 3 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN |
SANTA ANA CA |
| 1,288 |
| $118.2M |
| $129K |
| 4 | CONGRUITY HR HOLDING COMPANY, LLC CONGRUITY HR RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 895 | $23.4M | $28K |
