Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vang Target Ret 2030 Registered investment company in their Schedule of Assets, totaling $672.7M 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 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH GROUP CUSTODIAL ACCOUNT | RENTON WA | — | $6.8B | $536.5M |
| 2 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $33.5M |
| 3 | CINCINNATI BELL INC. |
CINCINNATI OH |
| — |
| $608.0M |
| $32.9M |
| 4 | CRAVATH, SWAINE & MOORE LLP CS & M LLP SAVINGS PLAN MASTER TRUST | NEW YORK NY | — | $928.3M | $16.3M |
| 5 | GIGAMON, INC. GIGAMON, INC. 401(K) PLAN | SANTA CLARA CA | 488 | $160.1M | $12.2M |
| 6 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $11.5M |
| 7 | WATERMARK ESTATE MANAGEMENT SERVICES, LLC WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN | KIRKLAND WA | 109 | $59.9M | $5.4M |
| 8 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN | CHICAGO IL | 395 | $181.0M | $5.1M |
| 9 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $3.7M |
| 10 | ALASKA COMMUNICATIONS SYSTEMS HOLDINGS, INC. ALASKA COMMUNICATIONS EMPLOYEE 401(K) SAVINGS PLAN FOR ALASKA | ANCHORAGE AK | 420 | $68.4M | $3.6M |
