Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Funds* Vanguard Target Retirement 2025 Fund in their Schedule of Assets, totaling $26.0M 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 | CARL BUDDIG AND COMPANY CARL BUDDIG AND COMPANY DEFERRED BENEFIT PLAN | TINLEY PARK IL | 741 | $123.5M | $8.5M |
| 2 | CONNECTIFY HR, LLC CONNECTIFY HR RETIREMENT SAVINGS PLAN | CLIVE IA | 2,187 | $84.4M | $6.8M |
| 3 | DOMINION ENTERPRISES DOMINION ENTERPRISES 401(K) EMPLOYEES' SAVINGS PLAN |
NORFOLK VA |
| 774 |
| $337.4M |
| $5.7M |
| 4 | NATIONS ROOF LLC NATIONS ROOF, LLC 401(K) PLAN | CLEARFIELD UT | 894 | $21.2M | $2.0M |
| 5 | CARL BUDDIG AND COMPANY CARL BUDDIG AND COMPANY UNION EMPLOYEE DEFERRED BENEFIT PLAN | TINLEY PARK IL | 1,750 | $30.7M | $1.3M |
| 6 | NOBLE NETWORK OF CHARTER SCHOOLS NOBLE NETWORK OF CHARTER SCHOOLS 401(K) PROFIT SHARING PLAN | CHICAGO IL | 1,691 | $51.8M | $678K |
| 7 | HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON TX | 894 | $8.1M | $371K |
| 8 | MILWAUKEE BUCKS, LLC MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 365 | $29.1M | $296K |
| 9 | NEW WORLD PREPARATORY CHARTER SCHOOL NEW WORLD PREPARATORY CHARTER SCHOOL 401(K) PLAN | STATEN ISLAND NY | 118 | $3.8M | $294K |
