Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding The Vanguard Group Target Retirement 2025 Fund in their Schedule of Assets, totaling $69.3M 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 | HIGHGATE HOTELS, L.P. HIGHGATE HOTELS 401(K) PLAN | IRVING TX | 10,667 | $171.0M | $12.8M |
| 2 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $9.4M |
| 3 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN |
GLENDALE CA |
| 5,502 |
| $221.9M |
| $6.7M |
| 4 | BUSCH CONSOLIDATED, INC. BUSCH CONSOLIDATED, INC. RETIREMENT SAVINGS PLAN & TRUST | VIRGINIA BEACH VA | 530 | $62.5M | $6.4M |
| 5 | CONNECTICARE CAPITAL, LLC THE CONNECTICARE SAVINGS AND INVESTMENT PLAN | FARMINGTON CT | 472 | $147.3M | $6.3M |
| 6 | ASSOCIATED PATHOLOGISTS, LLC PATHGROUP 401(K) SAVINGS PLAN | BRENTWOOD TN | 2,398 | $117.0M | $6.1M |
| 7 | IREX SERVICES LLC IREX SERVICES LLC EMPLOYEE SAVINGS INCENTIVE PLAN | LANCASTER PA | 283 | $84.0M | $5.1M |
| 8 | WILLIAMS LEA LLC WILLIAMS LEA LLC 401(K) SAVINGS PLAN | WHEELING WV | 1,172 | $164.9M | $3.7M |
| 9 | GORTON'S INC. SAVINGS PLAN FOR SALARIED EMPLOYEES OF GORTON'S | GLOUCESTER MA | 187 | $95.3M | $3.7M |
| 10 | SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY FL | 4,456 | $31.2M | $3.2M |
