Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Group Vanguard Tgt Rmt 2035 Inv. Fund in their Schedule of Assets, totaling $86.3M 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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $24.5M |
| 2 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $9.4M |
| 3 | EPCOR USA, INC. EPCOR USA INC. 401(K) SAVINGS PLAN |
PHOENIX AZ |
| 612 |
| $57.7M |
| $6.9M |
| 4 | ENSEMBLEIQ ENSEMBLEIQ 401(K) PLAN | CHICAGO IL | 99 | $18.3M | $5.7M |
| 5 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $5.1M |
| 6 | BAKEMARK USA LLC BAKEMARK USA LLC 401(K) PLAN | PICO RIVERA CA | 1,235 | $66.6M | $4.3M |
| 7 | AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN | CHICAGO IL | 471 | $74.0M | $3.5M |
| 8 | BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN | MILWAUKIE OR | 681 | $39.1M | $3.4M |
| 9 | PENN-MAR ORGANIZATION, INC. DBA PENN-MAR HUMAN SERVICES 403(B) THRIFT PLAN FOR PENN-MAR ORGANIZATION INC DBA PENN-MAR HUMAN SERVICES | FREELAND MD | 579 | $19.1M | $3.2M |
| 10 | RED DOT CORPORATION RED DOT CORPORATION 401(K) PLAN | PUYALLUP WA | 352 | $20.5M | $3.0M |
