Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2035 Fund - in their Schedule of Assets, totaling $115.0M 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 | SHEARER'S FOODS, LLC SHEARER'S FOODS, LLC RETIREMENT SAVINGS PLAN | MASSILLON OH | 4,452 | $134.1M | $15.6M |
| 2 | US ELECTRICAL SERVICES, INC. U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN | MIDDLETOWN CT | 1,467 | $156.6M | $12.6M |
| 3 | HAMILTON BEACH BRANDS, INC. HAMILTON BEACH BRANDS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN (401(K)) |
GLENN ALLEN VA |
| 549 |
| $201.9M |
| $11.2M |
| 4 | WILENTZ, GOLDMAN & SPITZER, P.A. WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN | WOODBRIDGE NJ | 226 | $93.7M | $10.5M |
| 5 | HAWKINS, INC. HAWKINS, INC. PROFIT SHARING PLAN | ROSEVILLE MN | 888 | $138.8M | $9.3M |
| 6 | CLARK DIETZ, INC. CLARK DIETZ, INC. EMPLOYEES 401(K) PLAN | CHAMPAIGN IL | 196 | $36.0M | $5.6M |
| 7 | HOLTEC INTERNATIONAL HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST | CAMDEN NJ | 1,438 | $136.7M | $5.4M |
| 8 | O'NEIL INDUSTRIES, INC. O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN | CHICAGO IL | 498 | $96.8M | $4.0M |
| 9 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $3.6M |
| 10 | ODFJELL HOLDINGS (US) INC. ODFJELL HOLDINGS (US) INC. 401(K) PLAN | HOUSTON TX | 213 | $28.4M | $3.5M |
