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 2060 Inv Fund in their Schedule of Assets, totaling $63.6M 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 | $37.6M |
| 2 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $5.9M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN |
CHICAGO IA |
| 221 |
| $70.3M |
| $4.1M |
| 4 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | NEW YORK NY | 206 | $62.0M | $3.0M |
| 5 | BURRIS LOGISTICS BURRIS LOGISTICS RETIREMENT PLAN | MILFORD DE | 836 | $101.1M | $2.7M |
| 6 | ELEPHANT INSURANCE SERVICES, LLC ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN | GLEN ALLEN VA | 415 | $39.7M | $2.3M |
| 7 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $1.7M |
| 8 | NATIONAL PUBLIC MEDIA LLC NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN | WASHINGTON DC | 92 | $24.9M | $952K |
| 9 | SIGMA ELECTRIC MANUFACTURING CORPORATION SIGMA ENGINEERED SOLUTIONS RETIREMENT PLAN | GARNER NC | 376 | $24.0M | $602K |
| 10 | KMS SOLUTIONS, LLC KMS SOLUTIONS, LLC 401(K) PLAN | ALEXANDRIA VA | 271 | $21.1M | $473K |
