Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vang Target Ret 2060 Mutual Fund in their Schedule of Assets, totaling $94.2M 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 | NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 537 | $115.7M | $11.9M |
| 2 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $8.0M |
| 3 | RADIANCE TECHNOLOGIES RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN |
HUNTSVILLE AL |
| 2,432 |
| $170.2M |
| $7.1M |
| 4 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $6.0M |
| 5 | SPRINKLR, INC. SPRINKLR 401(K) PLAN | NEW YORK NY | 738 | $71.8M | $5.6M |
| 6 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $5.0M |
| 7 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $4.7M |
| 8 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $4.4M |
| 9 | KALMBACH FEEDS, INC. KALMBACH FEEDS, INC. 401(K) PLAN | UPPER SANDUSKY OH | 871 | $59.4M | $3.1M |
| 10 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | LAS VEGAS NV | 819 | $254.9M | $2.9M |
