Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 137 U.S. retirement plans report holding Vangrd Trgt Retire 2035 Fd Registered investment company in their Schedule of Assets, totaling $326.7M 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 | H&E EQUIPMENT SERVICES, INC. H&E EQUIPMENT SERVICES, INC. 401K PROFIT SHARING | BATON ROUGE LA | 2,870 | $179.3M | $23.1M |
| 2 | KATZEN MEDICAL ASSOCIATES, P.C. ESP MANAGEMENT, LLC 401K PROFIT SHARING PLAN | DALLAS TX | 1,616 | $81.4M | $12.6M |
| 3 | MOMENTIVE PERFORMANCE MATERIALS |
STRONGSVILLE OH |
| 514 |
| $100.9M |
| $11.3M |
| 4 | CAPITAL WOMENS CARE, LLC CAPITAL WOMENS CARE, LLC EMPLOYEES 401(K) PLAN | FULTON MD | 821 | $147.0M | $9.4M |
| 5 | PINE BLUFF SAND AND GRAVEL COMPANY PINE BLUFF SAND & GRAVEL COMPANY RETIREMENT SAVINGS PLAN | PINE BLUFF AR | 469 | $101.7M | $8.7M |
| 6 | ASHTON WOODS USA, LLC. ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN | ALPHARETTA GA | 1,312 | $118.4M | $8.4M |
| 7 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $8.4M |
| 8 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $7.6M |
| 9 | H&M FASHION USA, INC. H&M HENNES & MAURITZ 401K PLAN | SECAUCUS NJ | 1,812 | $141.6M | $6.6M |
| 10 | CHAMBLISS, BAHNER, & STOPHEL, P.C CHAMBLISS, BAHNER, & STOPHEL, P. C. RETIREMENT | CHATTANOOGA TN | 146 | $49.3M | $6.4M |
