Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Inst. Target Retirement 2060 Fund Mutual Fund in their Schedule of Assets, totaling $4.9M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA KECK MEDICINE OF USC 401(K) RETIREMENT PLAN | LOS ANGELES CA | 5,635 | $186.1M | $3.3M |
| 2 | NORTH COUNTRY HEALTHCARE NORTH COUNTRY HEALTHCARE RETIREMENT PLAN | WHITEFIELD NH | 1,165 | $85.3M | $1.3M |
| 3 | SERVICESOURCE, INC. SERVICESOURCE, INC. 401(A) RETIREMENT PLAN |
OAKTON VA |
| 1,404 |
| $25.1M |
| $273K |
