Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Vang Target Ret 2030 Mutual Fund in their Schedule of Assets, totaling $224.1M 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 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $19.0M |
| 2 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $15.0M |
| 3 | UHY ADVISORS, INC. UHY SAVINGS PLAN |
| 1,655 |
| $285.1M |
| $13.2M |
| 4 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $12.3M |
| 5 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | LAS VEGAS NV | 819 | $254.9M | $11.3M |
| 6 | POLYMERSHAPES LLC POLYMERSHAPES LLC 401(K) PLAN | CHARLOTTE NC | 587 | $59.3M | $10.0M |
| 7 | GENON SERVICES, LLC GENON ENERGY EMPLOYEE SAVINGS PLAN | HOUSTON TX | 54 | $151.0M | $9.7M |
| 8 | KENDALL DEALERSHIP HOLDINGS, LLC KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN | MERIDIAN ID | 2,621 | $80.2M | $9.1M |
| 9 | MACKENZIE ENGINEERING, INC. MACKENZIE ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN | PORTLAND OR | 216 | $63.7M | $8.7M |
| 10 | NIPPON DYNAWAVE PACKAGING CO. NIPPON DYNAWAVE PACKAGING CO. 401(K) PLAN | LONGVIEW WA | 514 | $91.5M | $8.3M |
