Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vang Target Ret 2050 Registered investment company in their Schedule of Assets, totaling $454.0M 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 | $345.6M |
| 2 | CRAVATH, SWAINE & MOORE LLP CS & M LLP SAVINGS PLAN MASTER TRUST | NEW YORK NY | — | $928.3M | $23.1M |
| 3 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLANS MASTER TRUST |
CINCINNATI OH |
| — |
| $608.0M |
| $20.7M |
| 4 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $9.2M |
| 5 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $8.8M |
| 6 | GIGAMON, INC. GIGAMON, INC. 401(K) PLAN | SANTA CLARA CA | 488 | $160.1M | $8.8M |
| 7 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $8.5M |
| 8 | GATES VENTURES, LLC GATES VENTURES, LLC 401(K) PLAN | KIRKLAND WA | 131 | $44.7M | $6.1M |
| 9 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN | CHICAGO IL | 395 | $181.0M | $6.0M |
| 10 | WATERMARK ESTATE MANAGEMENT SERVICES, LLC WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN | KIRKLAND WA | 109 | $59.9M | $4.3M |
