Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2030 Inv Mutual Funds in their Schedule of Assets, totaling $11.1M 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 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $5.5M |
| 2 | MOORE INDUSTRIES-INTERNATIONAL, INC MOORE INDUSTRIES 401(K) SAVINGS PLAN | NORTH HILLS CA | 127 | $16.7M | $1.4M |
| 3 | OAKBRIDGE INSURANCE AGENCY, LLC |
LAGRANGE GA |
| 536 |
| $24.9M |
| $1.1M |
| 4 | MINUTEMAN SENIOR SERVICES, INC. MINUTEMAN SENIOR SERVICES 403B PLAN | BURLINGTON MA | 146 | $7.9M | $1.0M |
| 5 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $960K |
| 6 | R F FAGER COMPANY, LLC R F FAGER COMPANY 401K PROFIT SHARING PLAN AND TRUST | CAMP HILL PA | 206 | $10.6M | $585K |
| 7 | GIRL SCOUTS OF SOUTHEASTERN MICHIGAN GIRL SCOUTS OF SOUTHEASTERN MICHIGAN 403(B) RETIREMENT SAVINGS PLAN | DETROIT MI | 87 | $3.0M | $364K |
| 8 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $170K |
| 9 | COULSON AVIATION (USA), INC. COULSON AVIATION (USA), INC. 401(K) PLAN | PORTLAND OR | 171 | $10.1M | $81K |
| 10 | NETWORK ADJUSTERS, INCORPORATED NETWORK ADJUSTERS, INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | FARMINGDALE NY | 166 | $17.7M | $34K |
