Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies Vanguard Target Retirement 2025 in their Schedule of Assets, totaling $3.4M 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 | SEATTLE PACIFIC UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SEATTLE PACIFIC UNIVERSITY | SEATTLE WA | 308 | $11.9M | $2.0M |
| 2 | ILLINOIS WESLEYAN UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR ILLINOIS WESLEYAN UNIVERSITY | BLOOMINGTON IL | 137 | $5.1M | $1.3M |