Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund in their Schedule of Assets, totaling $20.3M 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 | SASOL (USA) CORPORATION SAVINGS AND INVESTMENT PLAN OF SASOL (USA) CORPORATION | HOUSTON TX | 1,265 | $417.7M | $5.0M |
| 2 | LAIKA, LLC LAIKA, LLC PROFIT SHARING AND 401(K) PLAN | HILLSBORO OR | 673 | $64.6M | $2.7M |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. |
BOSTON MA |
| 760 |
| $305.3M |
| $2.2M |
| 4 | GRAVES GILBERT CLINIC PLLC GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN | BOWLING GREEN KY | 1,273 | $187.2M | $1.6M |
| 5 | FIDUCIARY TRUST COMPANY FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN | BOSTON MA | 162 | $68.1M | $1.5M |
| 6 | CRANEWARE INC THE CRANEWARE GROUP 401(K) PROFIT SHARING PLAN | DEERFIELD BEACH FL | 543 | $57.6M | $1.4M |
| 7 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $1.1M |
| 8 | IMAGING HEALTHCARE SPECIALISTS, LLC IMAGING HEALTHCARE SPECIALISTS, LLC 401(K) SALARY SAVINGS PLAN | SAN DIEGO CA | 529 | $26.3M | $1.0M |
| 9 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN | BOSTON MA | 736 | $478.2M | $953K |
| 10 | VESTA CORPORATION VESTA CORPORATION 401(K) PLAN | LAKE OSWEGO OR | 111 | $24.5M | $765K |
