Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2050 Inv Fund in their Schedule of Assets, totaling $131.6M 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 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $41.3M |
| 2 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $23.4M |
| 3 | BURRIS LOGISTICS BURRIS LOGISTICS RETIREMENT PLAN |
MILFORD DE |
| 836 |
| $101.1M |
| $9.2M |
| 4 | ELEPHANT INSURANCE SERVICES, LLC ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN | GLEN ALLEN VA | 415 | $39.7M | $7.2M |
| 5 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $6.3M |
| 6 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $5.5M |
| 7 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $5.1M |
| 8 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | CHICAGO IA | 221 | $70.3M | $4.4M |
| 9 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | NEW YORK NY | 206 | $62.0M | $3.9M |
| 10 | ROYAL NEIGHBORS OF AMERICA ROYAL NEIGHBORS OF AMERICA 401(K) RETIREMENT PLAN | ROCK ISLAND IL | 155 | $34.3M | $3.4M |
