Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Target Retirement 2030 Fund in their Schedule of Assets, totaling $164.4M 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 | $78.7M |
| 2 | STRATEGIC EDUCATION, INC. STRATEGIC EDUCATION, INC. 401(K) PLAN | HERNDON VA | 4,436 | $416.5M | $29.9M |
| 3 | THE J. PAUL GETTY TRUST |
LOS ANGELES CA |
| 1,488 |
| $271.5M |
| $18.6M |
| 4 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 1,507 | $206.5M | $16.9M |
| 5 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $8.2M |
| 6 | DEFI AUTO, LLC DEFI AUTO, LLC 401(K) PLAN | WESTLAKE TX | 525 | $78.8M | $5.3M |
| 7 | I2C SYNERGY, INC. I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 149 | $29.0M | $2.6M |
| 8 | COSM INC. COSM INC. 401(K) PLAN | DALLAS TX | 820 | $49.4M | $2.3M |
| 9 | AB CARVAL INVESTORS, LP CARVAL INVESTORS SAVINGS PLAN | MINNEAPOLIS MN | 144 | $31.9M | $1.2M |
| 10 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $745K |
