Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Funds Vanguard Target Retirement 2035 in their Schedule of Assets, totaling $1.5B 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 | MASS GENERAL BRIGHAM INCORPORATED CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS | SOMERVILLE MA | 76,559 | $14.9B | $1.4B |
| 2 | PHOENIX CHILDREN'S HOSPITAL PHOENIX CHILDREN'S HOSPITAL SECTION 401(K) INVESTMENT PLAN | PHOENIX AZ | 8,058 | $691.1M | $42.8M |
| 3 | SHRINERS HOSPITALS FOR CHILDREN |
TAMPA FL |
| 4,831 |
| $762.1M |
| $39.0M |
| 4 | APL LOGISTICS AMERICAS, LTD THE SAVE PLAN | SCOTTSDALE AZ | 2,669 | $174.7M | $12.7M |
| 5 | SEACOAST NATIONAL BANK RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SEACOAST NATIONAL BANK | STUART FL | 1,502 | $133.7M | $10.7M |
| 6 | AMPLIFY HR MANAGEMENT AMPLIFY HR MANAGEMENT RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 4,127 | $244.1M | $10.7M |
| 7 | PINK JEEP TOURS, LLC PINK JEEP TOURS 401K PLAN | SEDONA AZ | 231 | $7.9M | $981K |
| 8 | HOLIDAY WORLD OF HOUSTON, LP HOLIDAY WORLD RETIREMENT SAVINGS PLAN | KATY TX | 224 | $7.8M | $380K |
