Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Group Vanguard Tgt Rmt 2045 Inv. Fund in their Schedule of Assets, totaling $122.6M 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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $53.2M |
| 2 | EPCOR USA, INC. EPCOR USA INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 612 | $57.7M | $5.7M |
| 3 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN |
WESTERN SPRINGS IL |
| 1,310 |
| $53.3M |
| $5.6M |
| 4 | BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN | MILWAUKIE OR | 681 | $39.1M | $5.0M |
| 5 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $4.8M |
| 6 | JACK OHIO FINANCE LLC JACK ENTERTAINMENT RETIREMENT PLAN | CLEVELAND OH | 1,410 | $46.3M | $4.7M |
| 7 | THE RASMUSSEN GROUP, INC. THE RASMUSSEN GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 912 | $46.5M | $4.1M |
| 8 | ALTON STEEL, INC. ALTON STEEL, INC. 401(K) PLAN | ALTON IL | 235 | $23.2M | $3.9M |
| 9 | BAKEMARK USA LLC BAKEMARK USA LLC 401(K) PLAN | PICO RIVERA CA | 1,235 | $66.6M | $3.8M |
| 10 | MEHERRIN AGRICULTURAL & CHEMICAL COMPANY MEHERRIN AGRICULTURAL & CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | SEVERN NC | 1,816 | $57.8M | $3.3M |
