Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vangaurd Target Retirement 2060 Fund Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | BATESVILLE SERVICES LLC BATESVILLE SAVINGS PLAN | BATESVILLE IN | 1,646 | $210.4M | $3.3M |
| 2 | EXTREME REACH INC. EXTREME REACH INC. 401(K) PROFIT SHARING PLAN TRUST | DEDHAM MA | 628 | $85.0M | $606K |
