Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2060 Fund - in their Schedule of Assets, totaling $44.2M 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 | SHEARER'S FOODS, LLC SHEARER'S FOODS, LLC RETIREMENT SAVINGS PLAN | MASSILLON OH | 4,452 | $134.1M | $7.9M |
| 2 | GENEDX HOLDINGS CORP. GENEDX HOLDINGS CORP. 401(K) PLAN | STAMFORD CT | 888 | $138.0M | $6.9M |
| 3 | HOLTEC INTERNATIONAL HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST |
CAMDEN NJ |
| 1,438 |
| $136.7M |
| $4.5M |
| 4 | US ELECTRICAL SERVICES, INC. U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN | MIDDLETOWN CT | 1,467 | $156.6M | $4.2M |
| 5 | INNOVETIVE PETCARE HOLDINGS LLC INNOVETIVE PETCARE 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 2,310 | $36.0M | $3.9M |
| 6 | O'NEIL INDUSTRIES, INC. O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN | CHICAGO IL | 498 | $96.8M | $3.1M |
| 7 | HAMILTON BEACH BRANDS, INC. HAMILTON BEACH BRANDS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN (401(K)) | GLENN ALLEN VA | 549 | $201.9M | $1.7M |
| 8 | NATIONAL BEVERAGE CORP. NATIONAL BEVERAGE INVESTMENT AND PROFIT SHARING PLAN | PLANTATION FL | 1,647 | $89.2M | $1.6M |
| 9 | HAWKINS, INC. HAWKINS, INC. PROFIT SHARING PLAN | ROSEVILLE MN | 888 | $138.8M | $1.4M |
| 10 | LONDEN INSURANCE GROUP, INC. LONDEN INSURANCE GROUP 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 364 | $53.0M | $1.2M |
