Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Funds Target Retirement 2035 + in their Schedule of Assets, totaling $107.8M 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 | MASS GENERAL BRIGHAM INCORPORATED CONSOLIDATED 401(A) AND 401(K) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS | SOMERVILLE MA | 5,146 | $628.8M | $88.2M |
| 2 | PORVAIR CORPORATION PORVAIR CORPORATION EMPLOYEE'S INVESTMENT SAVINGS PLAN | HENDERSONVILLE NC | 375 | $48.3M | $9.9M |
| 3 | HERSCHEND ENTERTAINMENT COMPANY LLC |
BRANSON MO |
| 5,734 |
| $159.3M |
| $9.1M |
| 4 | BUCHANAN TECHNOLOGIES, INC. BUCHANAN TECHNOLOGIES 401(K) PLAN | GRAPEVINE TX | 275 | $8.5M | $592K |