Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Group Target Retirement 2035 Fund - in their Schedule of Assets, totaling $156.6M 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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $50.1M |
| 2 | BOARD OF TRUSTEES OF THE NHCA AND AFFILIATES RET AND SAVINGS PLAN NHCA AND AFFILIATES RETIREMENT AND SAVINGS PLAN | VALLEY STREAM NY | 11,467 | $227.7M | $22.3M |
| 3 | THE NORTH HIGHLAND COMPANY LLC |
ATLANTA GA |
| 816 |
| $146.1M |
| $15.9M |
| 4 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $10.6M |
| 5 | SCHOLLE CORPORATION SCHOLLE CORPORATION EMPLOYEES' 401(K) SAVINGS PLAN | NORTHLAKE IL | 1,084 | $87.2M | $10.0M |
| 6 | PECO FOODS, INC. PECO FOODS, INC. RETIREMENT SAVINGS PLAN | TUSCALOOSA AL | 6,238 | $129.4M | $9.5M |
| 7 | DATA SYSTEMS ANALYSTS, INC. DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN | TREVOSE PA | 421 | $72.9M | $6.2M |
| 8 | ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN | CREVE COEUR MO | 1,381 | $131.0M | $5.8M |
| 9 | THE MERIT DISTRIBUTION GROUP, LLC MERIT DISTRIBUTION GROUP 401(K) PLAN | SPARTANBURG SC | 328 | $26.8M | $3.5M |
| 10 | CAPE FOX SHARED SERVICES CAPE FOX SHARED SERVICES 401K PLAN | CHANTILLY VA | 1,449 | $37.8M | $3.4M |
