Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Target Date 2025 Fund in their Schedule of Assets, totaling $5.2M 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 | SHIMADZU PRECISION INSTRUMENTS, INC. SHIMADZU PRECISION INSTRUMENTS, INC. 401(K) PLAN | LONG BEACH CA | 186 | $27.3M | $5.1M |
| 2 | NULTON DIAGNOSTIC & TREATMENT CENTER, PC NULTON DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN | JOHNSTOWN PA | 242 | $5.3M | $96K |
