Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Retirement 2025 Fund ~ in their Schedule of Assets, totaling $609.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $424.8M |
| 2 | CANON MEDICAL SYSTEMS USA, INC. CANON MEDICAL SYSTEMS USA, INC. 401(K) SAVINGS PLAN | TUSTIN CA | 1,296 | $507.7M | $37.4M |
| 3 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN |
LOS ALAMITOS CA |
| 1,486 |
| $457.1M |
| $36.2M |
| 4 | ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN | ANN ARBOR MI | 188 | $135.5M | $21.1M |
| 5 | HOLLAND HOSPITAL HOLLAND HOSPITAL 401(K) SAVINGS PLAN | HOLLAND MI | 2,218 | $241.0M | $16.2M |
| 6 | TUTOR PERINI CORPORATION TUTOR PERINI 401(K) RETIREMENT SAVINGS PLAN | SYLMAR CA | 3,033 | $471.1M | $14.9M |
| 7 | BEN BRIDGE JEWELER, INC. BEN BRIDGE RETIREMENT SAVINGS PLAN | SEATTLE WA | 456 | $68.3M | $11.3M |
| 8 | KIOXIA AMERICA INC. KIOXIA AMERICA, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 270 | $118.2M | $7.4M |
| 9 | UFP INDUSTRIES, INC UFP INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | GRAND RAPIDS MI | 12,624 | $784.7M | $6.2M |
| 10 | HYUNDAI CAPITAL AMERICA HYUNDAI CAPITAL AMERICA PROFIT SHARING RETIREMENT PLAN | IRVINE CA | 1,603 | $258.3M | $6.0M |
