Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group, Inc. Target Retirement 2060 Fund in their Schedule of Assets, totaling $5.9M 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 | THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUND UNION INDIVIDUAL ACCOUNT RETIREMENT FUND | MILWAUKEE WI | 3,756 | $309.5M | $2.9M |
| 2 | LMH SERVICE, INC. THE LMH 401(K) RETIREMENT AND SAVINGS PLAN | HUNTINGTON BEACH CA | 1,520 | $54.2M | $1.3M |
| 3 | EMEH, INC. |
LEBANON NJ |
| 853 |
| $117.9M |
| $1.1M |
| 4 | FORT MCDOWELL YAVAPAI NATION FORT MCDOWELL YAVAPAI NATION RETIREMENT PLAN | FOUNTAIN HILLS AZ | 1,188 | $66.1M | $615K |
