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 2060 Inv in their Schedule of Assets, totaling $5.6M 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 | MARQUETTE ASSOCIATES, INC. MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 141 | $40.5M | $1.6M |
| 2 | CARDINAL OPERATING COMPANY CARDINAL OPERATING COMPANY 401(K) PLAN | COLUMBUS OH | 257 | $56.7M | $1.4M |
| 3 | ASMPT SMT USA, LLC ASMPT 401(K) PLAN |
BILLERICA MA |
| 395 |
| $47.3M |
| $737K |
| 4 | COMPUTER AIDED TECHNOLOGY, LLC COMPUTER AIDED TECHNOLOGY, LLC AND AFFILIATED COMPANIES RETIREMENT PLAN | BUFFALO GROVE IL | 328 | $31.5M | $530K |
| 5 | CARECONNECT HEALTH, INC CARECONNECT HEALTH 403(B) TAX-DEFERRED ANNUITY PLAN | RICHLAND GA | 627 | $12.0M | $402K |
| 6 | FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC. FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN | ALPHARETTA GA | 125 | $3.4M | $198K |
| 7 | THREE FINGERS, INC. DBA FOOSACKLYS FORUS 401(K) | MOBILE AL | 689 | $1.3M | $194K |
| 8 | GORTON'S INC. SAVINGS PLAN FOR UNION EMPLOYEES OF GORTON'S | GLOUCESTER MA | 241 | $11.3M | $150K |
| 9 | LEIDYS LLC LEIDYS LLC 401(K) RETIREMENT PLAN | SOUDERTON PA | 275 | $14.0M | $124K |
| 10 | ONEONTA TRADING CORPORATION CUSTONE 401(K) PLAN | WENATCHEE WA | 1,350 | $16.1M | $90K |
