Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding The Vanguard Group Vanguard Target Retirement 2025 Inv in their Schedule of Assets, totaling $15.9M 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 | LEIDYS LLC LEIDYS LLC 401(K) RETIREMENT PLAN | SOUDERTON PA | 275 | $14.0M | $3.8M |
| 2 | ASMPT SMT USA, LLC ASMPT 401(K) PLAN | BILLERICA MA | 395 | $47.3M | $3.4M |
| 3 | CARDINAL OPERATING COMPANY CARDINAL OPERATING COMPANY 401(K) PLAN |
| 257 |
| $56.7M |
| $2.4M |
| 4 | COMPUTER AIDED TECHNOLOGY, LLC COMPUTER AIDED TECHNOLOGY, LLC AND AFFILIATED COMPANIES RETIREMENT PLAN | BUFFALO GROVE IL | 328 | $31.5M | $1.6M |
| 5 | COASTAL SPECIALTY FOREST PRODUCTS, INC. COASTAL SPECIALTY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | BOW NH | 167 | $13.9M | $1.0M |
| 6 | GORTON'S INC. SAVINGS PLAN FOR UNION EMPLOYEES OF GORTON'S | GLOUCESTER MA | 241 | $11.3M | $908K |
| 7 | PARK WEST GALLERIES, INC. PARK WEST GALLERIES, INC. 401K PLAN | SOUTHFIELD MI | 171 | $21.3M | $887K |
| 8 | BRT, INC. BRT, INC. 401(K) PLAN | PARKESBURG PA | 121 | $5.5M | $794K |
| 9 | ONEONTA TRADING CORPORATION CUSTONE 401(K) PLAN | WENATCHEE WA | 1,350 | $16.1M | $617K |
| 10 | CARECONNECT HEALTH, INC CARECONNECT HEALTH 403(B) TAX-DEFERRED ANNUITY PLAN | RICHLAND GA | 627 | $12.0M | $161K |
