Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vang Target Ret 2025 Mutual Fund in their Schedule of Assets, totaling $153.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENON SERVICES, LLC GENON ENERGY EMPLOYEE SAVINGS PLAN | HOUSTON TX | 54 | $151.0M | $13.6M |
| 2 | DEVRY UNIVERSITY, INC. DEVRY UNIVERSITY 401(K) SAVINGS PLAN | LISLE IL | 1,349 | $219.4M | $12.7M |
| 3 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES |
LAS VEGAS NV |
| 819 |
| $254.9M |
| $12.1M |
| 4 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $10.2M |
| 5 | KENDALL DEALERSHIP HOLDINGS, LLC KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN | MERIDIAN ID | 2,621 | $80.2M | $9.1M |
| 6 | PLASTICS FAMILY HOLDINGS, INC. PLASTICS FAMILY HOLDINGS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | IRVING TX | 1,157 | $109.0M | $7.5M |
| 7 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES | LAS VEGAS NV | 1,784 | $75.3M | $7.1M |
| 8 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $6.8M |
| 9 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $6.2M |
| 10 | SINGERLEWAK LLP SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 514 | $92.5M | $5.1M |
