Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Vang Target Ret 2045 Mutual Fund in their Schedule of Assets, totaling $316.2M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $34.4M |
| 2 | DEVRY UNIVERSITY, INC. DEVRY UNIVERSITY 401(K) SAVINGS PLAN | LISLE IL | 1,349 | $219.4M | $33.7M |
| 3 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN |
| 7,298 |
| $319.9M |
| $26.7M |
| 4 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $21.1M |
| 5 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | LAS VEGAS NV | 819 | $254.9M | $15.1M |
| 6 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $15.1M |
| 7 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $14.5M |
| 8 | FIRSTLIGHT FIBER, INC. FIRSTLIGHT FIBER, INC. 401K PLAN | ALBANY NY | 494 | $73.1M | $13.2M |
| 9 | NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 537 | $115.7M | $11.9M |
| 10 | MACKENZIE ENGINEERING, INC. MACKENZIE ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN | PORTLAND OR | 216 | $63.7M | $9.1M |
