Vanguard Target RET 2025
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 376 retirement plans report an interest in this investment, totaling $202.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
376
Reported interest (EOY)
$202.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Vanguard Target RET 2025, Vanguard Target RET 2025 Fund. Counts combine all variants of the same investment.
Plans holding Vanguard Target RET 2025ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $209.0M |
| 2 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $132.5M |
| 3 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $88.2M |
| 4 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $19.4M |
| 5 | SCHMIDBAUER LUMBER, INC. SCHMIDBAUER LUMBER SAWMILLS 401(K) PLAN | EUREKA CA | 599 | $71.5M | $7.7M |
| 6 | ICON INFORMATION CONSULTANTS, LP ICON RETIREMENT PLAN | HOUSTON TX | 3,764 | $63.5M | $6.1M |
| 7 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $5.5M |
| 8 | RUSING, LOPEZ & LIZARDI, P.L.L.C. RUSING, LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN | TUCSON AZ | 42 | — | $4.3M |
| 9 | RIVERENCE FARMS LLC WIC GROUP 401(K) PLAN | BUHL ID | 394 | $25.9M | $3.9M |
| 10 | WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | ATLANTA GA | 162 | $78.4M | $3.5M |
See all 376 plans holding Vanguard Target RET 2025
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