Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vangrd Trgt Retire 2035 Fd * in their Schedule of Assets, totaling $20.6M 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 | SALANTER AKIBA RIVERDALE ACADEMY S/A/R ACADEMY 401(K) PLAN | BRONX NY | 392 | $58.8M | $6.5M |
| 2 | KPS GLOBAL, LLC KPS GLOBAL, LLC 401(K) PLAN | FORT WORTH TX | 793 | $45.3M | $5.0M |
| 3 | MEDUIT. LLC ILK/A RECEIVABLES MEDUIT, LLC 401(K) RETIREMENT PLAN |
CHARLOTTE NC |
| 1,398 |
| $49.1M |
| $3.9M |
| 4 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $1.1M |
| 5 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $837K |
| 6 | S.I.R. MANAGEMENT, INC. S.I.R. MANAGEMENT, INC. RETIREMENT PLAN AND TRUST | LINCOLNWOOD IL | 601 | $6.7M | $597K |
| 7 | GREEN COURTE RESIDENTIAL HOLDINGS, GREEN COURTE RESIDENTIAL HOLDINGS, LLC 401(K) PLAN | CLEARWATER FL | 719 | $6.3M | $552K |
| 8 | UNDERSTOOD FOR ALL, INC. UNDERSTOOD FOR ALL, INC. 401(K) PLAN | NEW YORK NY | 111 | $13.8M | $521K |
| 9 | DAVID PEYSER SPORTSWEAR, INC. DAVID PEYSER SPORTSWEAR, INC. 401(K) PROFIT SHARING PLAN | BAY SHORE NY | 681 | $15.1M | $484K |
| 10 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $457K |
