Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding The Vanguard Group Vanguard Target Retirement 2025 Fund in their Schedule of Assets, totaling $96.4M 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 | ELLIOTT COMPANY ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN | JEANNETTE PA | 1,347 | $395.9M | $19.6M |
| 2 | ICONECTIV, LLC ICONECTIV 401(K) PLAN | BRIDGEWATER NJ | 408 | $239.2M | $11.9M |
| 3 | FAIRFIELD MEDICAL CENTER FAIRFIELD MEDICAL CENTER 401(K) RETIREMENT SAVINGS PLAN |
LANCASTER OH |
| 1,881 |
| $203.4M |
| $11.4M |
| 4 | ROBINS & MORTON THE ROBINS & MORTON RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,522 | $221.7M | $7.7M |
| 5 | NIBCO INC. NIBCO INC. PROFIT SHARING & 401(K) SAVINGS PLAN | ELKHART IN | 1,051 | $144.8M | $6.3M |
| 6 | RETINOVITREOUS ASSOCIATES, LTD. RETINOVITREOUS ASSOCIATES LTD. 401K PROFIT SHARING PLAN | PLYMOUTH MEETING PA | 419 | $43.4M | $5.6M |
| 7 | LUMBERMENS MERCHANDISING CORPORATION LUMBERMENS MERCHANDISING CORPORATION SAVINGS AND RETIREMENT PLAN | WAYNE PA | 212 | $99.1M | $5.0M |
| 8 | KINGSBURY, INC. KINGSBURY, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA PA | 287 | $66.9M | $4.8M |
| 9 | ASARCO LLC SAVINGS PLAN OF ASARCO LLC AND PARTICIPATING SUBSIDIARIES | SAHUARITA AZ | 467 | $118.2M | $3.3M |
| 10 | ASARCO LLC THE 401(K) SAVINGS PLAN FOR ELIGIBLE HOURLY-RATED EMPLOYEES OF ASARCO LLC | SAHUARITA AZ | 1,298 | $76.4M | $3.3M |
