Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Funds Target Retirement 2025 Fund in their Schedule of Assets, totaling $26.4M 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 | RUMMEL, KLEPPER & KAHL THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN | BALTIMORE MD | 2,023 | $303.4M | $13.8M |
| 2 | FLEET FARM WHOLESALE SUPPLY COMPANY, LLC FLEET FARM 401(K)PLAN | APPLETON WI | 4,937 | $144.4M | $7.6M |
| 3 | OUTFORM GROUP, INC. OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN |
CHICAGO IL |
| 397 |
| $59.5M |
| $2.9M |
| 4 | ROYLE PRINTING COMPANY ROYLE PRINTING CO. PROFIT SHARING PLAN | SUN PRAIRIE WI | 201 | $17.7M | $1.2M |
| 5 | GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS WI | 275 | $19.6M | $740K |
| 6 | OUTFORM GROUP, INC. OUTFORM GROUP, INC. UNION 401(K) PLAN | CHICAGO IL | 102 | $2.6M | $125K |
| 7 | OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 324 | $24.7M | $96K |
| 8 | BRUNK INDUSTRIES, INC. BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | LAKE GENEVA WI | 303 | $28.5M | $33K |
