Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Target Retirement 2025 Fund in their Schedule of Assets, totaling $153.8M 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 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 7,980 | $719.0M | $47.8M |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $28.5M |
| 3 | STRATEGIC EDUCATION, INC. |
HERNDON VA |
| 4,436 |
| $416.5M |
| $19.7M |
| 4 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN | LOS ANGELES CA | 1,488 | $271.5M | $16.3M |
| 5 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $16.0M |
| 6 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 1,507 | $206.5M | $13.1M |
| 7 | I2C SYNERGY, INC. I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 149 | $29.0M | $4.5M |
| 8 | DEFI AUTO, LLC DEFI AUTO, LLC 401(K) PLAN | WESTLAKE TX | 525 | $78.8M | $4.0M |
| 9 | RM ACQUISITION, LLC RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN | BOISE ID | 80 | $31.5M | $1.9M |
| 10 | AB CARVAL INVESTORS, LP CARVAL INVESTORS SAVINGS PLAN | MINNEAPOLIS MN | 144 | $31.9M | $905K |
