Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Target Retirement 2070 Fund in their Schedule of Assets, totaling $850K 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 | STRATEGIC EDUCATION, INC. STRATEGIC EDUCATION, INC. 401(K) PLAN | HERNDON VA | 4,436 | $416.5M | $322K |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $147K |
| 3 | DEFI AUTO, LLC DEFI AUTO, LLC 401(K) PLAN |
WESTLAKE TX |
| 525 |
| $78.8M |
| $130K |
| 4 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 7,980 | $719.0M | $120K |
| 5 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $102K |
| 6 | COSM INC. COSM INC. 401(K) PLAN | DALLAS TX | 820 | $49.4M | $25K |
| 7 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $5K |
