Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 892 U.S. retirement plans report holding VAN TARGET RETIRE 2045 in their Schedule of Assets, totaling $1.1B 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 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $19.3M |
| 2 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $13.2M |
| 3 | ALIGNMENT HEALTHCARE USA, LLC ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN |
ORANGE CA |
| 1,318 |
| $59.8M |
| $8.4M |
| 4 | BEST EGG SERVICES, LLCF/K/A MA BEST EGG 401(K) PLAN | WILMINGTON DE | 506 | $52.3M | $8.2M |
| 5 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN | EAST PROVIDENCE RI | 625 | $138.1M | $8.1M |
| 6 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $7.8M |
| 7 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $7.5M |
| 8 | HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 2,915 | $80.0M | $7.5M |
| 9 | DOKA USA, LTD. DOKA USA, LTD. 401(K) PLAN | KENILWORTH NJ | 534 | $42.8M | $7.4M |
| 10 | THE LOCKWOOD GROUP, LLC THE LOCKWOOD GROUP, LLC 401K PROFIT SHARING PLAN & TRUST | STAMFORD CT | 351 | $45.0M | $7.4M |
