Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Vanguard Target Retirement 2025 Fund in their Schedule of Assets, totaling $16.9M 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 | CUA OPCO, LLC UNITED UROLOGY GROUP RETIREMENT PLAN | OWINGS MILLS MD | 1,179 | $170.8M | $11.4M |
| 2 | 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 |
| 3 | CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA |
MINNETONKA MN |
| 114 |
| $21.8M |
| $1.2M |
| 4 | SLIPSTREAM IT, LLC SLIPSTREAM IT, LLC 401(K) PLAN | BLUE BELL PA | 222 | $8.1M | $291K |
| 5 | HIGHLANDS ONCOLOGY GROUP, P.A. HIGHLANDS ONCOLOGY GROUP, P.A. 401(K) PLAN | SPRINGDALE AR | 740 | $54.0M | $236K |
| 6 | MOUNTAIN RIVER TRUCKING COMPANY, INC. MOUNTAIN RIVER 401(K) PLAN | MOUNT AIRY NC | 149 | $953K | $143K |
| 7 | ARYLESSENCE, INC. ARYLESSENCE, INC. 401(K) PROFIT SHARING PLAN | MARIETTA GA | 147 | $18.8M | $66K |
