Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund - Investor Shares in their Schedule of Assets, totaling $1.2M 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 | LUCAS SYSTEMS, INC. LUCAS SYSTEMS INC. 401(K) PLAN | WEXFORD PA | 75 | $11.0M | $493K |
| 2 | ADELMAN TRAVEL SYSTEMS, INC. ADELMAN TRAVEL SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | MILWAUKEE WI | 166 | $13.5M | $442K |
| 3 | WHITE RIVER BANCSHARES COMPANY WHITE RIVER BANCSHARES COMPANY 401(K) PLAN |
FAYETTEVILLE AR |
| 200 |
| $20.4M |
| $270K |
