Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2060 Inv in their Schedule of Assets, totaling $7.0M 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 | REPUBLIC FINANCE, LLC REPUBLIC FINANCE, LLC 401(K) PLAN | BATON ROUGE LA | 1,370 | $50.3M | $4.1M |
| 2 | ARMADA PARTNERS LP ARMADA RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 879 | $90.7M | $1.9M |
| 3 | CARROLL COUNTY BANCSHARES, INC. CARROLL COUNTY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) |
CARROLL IA |
| 173 |
| $36.6M |
| $365K |
| 4 | SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE NM | 135 | $17.6M | $278K |
| 5 | TENNESSEE ALUMINUM PROCESSORS, INC. TAP 401(K) PLAN | MT. PLEASANT TN | 200 | $6.3M | $158K |
| 6 | TYDENBROOKS TYDENBROOKS 401(K) PLAN | ATLANTA GA | 340 | $17.5M | $135K |