Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Target Retirement 2070 Fund in their Schedule of Assets, totaling $720K 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 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,350 | $236.5M | $405K |
| 2 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,172 | $181.4M | $159K |
| 3 | OTOE-MISSOURIA DEVELOPMENT AUTHORITY |
OKLAHOMA CITY OK |
| 524 |
| $6.7M |
| $66K |
| 4 | UNITED SCENIC ARTISTS, LOCAL 829 UNITED SCENIC ARTISTS LOCAL 829 RETIREMENT 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2,519 | $217.5M | $58K |
| 5 | HOUSTONIAN CAMPUS LLC THE HOUSTONIAN CAMPUS VALUE SHARING PLAN | HOUSTON TX | 642 | $11.8M | $21K |
| 6 | RIP CURL, INC. RIP CURL, INC. 401(K) PLAN | COSTA MESA CA | 238 | $3.5M | $8K |
| 7 | URBAN ENGINEERS, INC. URBAN ENGINEERS, INC. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 462 | $101.4M | $2K |
