Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2060 Inv Fund - in their Schedule of Assets, totaling $63.8M 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 | 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 |
