Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Vang Target Ret 2050 Mutual Fund in their Schedule of Assets, totaling $278.7M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $39.7M |
| 2 | UHY ADVISORS, INC. UHY SAVINGS PLAN | FARMINGTON HILLS MI | 1,655 | $285.1M | $23.1M |
| 3 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA |
| 7,298 |
| $319.9M |
| $19.6M |
| 4 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $19.3M |
| 5 | NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 537 | $115.7M | $18.5M |
| 6 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $18.0M |
| 7 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $17.7M |
| 8 | SPRINKLR, INC. SPRINKLR 401(K) PLAN | NEW YORK NY | 738 | $71.8M | $9.3M |
| 9 | NIPPON DYNAWAVE PACKAGING CO. NIPPON DYNAWAVE PACKAGING CO. 401(K) PLAN | LONGVIEW WA | 514 | $91.5M | $8.3M |
| 10 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $7.9M |
