Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group Tgt Rmt 2035 Inv Fund in their Schedule of Assets, totaling $11.7M 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 | EMS HOLDCO, INC. SPARTRONICS 401(K) PLAN | WILLIAMSPORT PA | 944 | $53.2M | $9.8M |
| 2 | IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN | NASHVILLE TN | 218 | $5.4M | $526K |
| 3 | ANNUITY HEALTH HOLDINGS LLC |
COLUMBIA SC |
| 474 |
| $4.0M |
| $525K |
| 4 | GULF VIEW PRIVATE INVESTMENT, INC. GULF VIEW PRIVATE INVESTMENT, INC. 401(K) PLAN | NAPLES FL | 187 | $11.2M | $452K |
| 5 | WHITESELL CORPORATION WHITESELL GROUP 401(K) PLAN | MUSCLE SHOALS AL | 226 | $10.9M | $394K |
