Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Vanguard Target Retirement 2060 Fund N/A in their Schedule of Assets, totaling $1.6M 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 | LOCALITY LLC LOCALITY LLC 401K PLAN | NEW YORK NY | 273 | $40.0M | $1.2M |
| 2 | CREATIVE ASSOCIATES INTERNATIONAL, INC. CREATIVE ASSOCIATES INTERNATIONAL, INC. INCENTIVE SAVINGS PROGRAM | CHEVY CHASE MD | 170 | $34.8M | $374K |
