Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund in their Schedule of Assets, totaling $121.4M 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 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN | BOSTON MA | 736 | $478.2M | $32.1M |
| 2 | SASOL (USA) CORPORATION SAVINGS AND INVESTMENT PLAN OF SASOL (USA) CORPORATION | HOUSTON TX | 1,265 | $417.7M | $21.9M |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. |
BOSTON MA |
| 760 |
| $305.3M |
| $20.5M |
| 4 | GRAVES GILBERT CLINIC PLLC GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN | BOWLING GREEN KY | 1,273 | $187.2M | $10.1M |
| 5 | DANSKO HOLDINGS, INC. DANSKO HOLDINGS, INC. RETIREMENT PLAN | WEST GROVE PA | 118 | $40.6M | $9.6M |
| 6 | FIDUCIARY TRUST COMPANY FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN | BOSTON MA | 162 | $68.1M | $5.9M |
| 7 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN | ROLLING MEADOWS IL | 305 | $76.3M | $5.9M |
| 8 | CRANEWARE INC THE CRANEWARE GROUP 401(K) PROFIT SHARING PLAN | DEERFIELD BEACH FL | 543 | $57.6M | $5.0M |
| 9 | JACK WALTERS & SONS CORP. JACK WALTERS & SONS CORP. 401(K) RETIREMENT SAVINGS PLAN | ALLENTON WI | 140 | $9.7M | $2.1M |
| 10 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $2.1M |
