Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2025 Fund Registered investment company in their Schedule of Assets, totaling $312.6M 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 | TRUSTEES OF COLUMBIA UNIVERSITY RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY | NEW YORK NY | 15,229 | $5.6B | $121.4M |
| 2 | TRUSTEES OF COLUMBIA UNIVERSITY COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN | NEW YORK NY | 25,099 | $4.7B | $111.3M |
| 3 | RENOWN HEALTH |
RENO NV |
| 5,409 |
| $713.3M |
| $33.9M |
| 4 | THE GUTHRIE CLINIC GUTHRIE 401(K) RETIREMENT SAVINGS PLAN | SAYRE PA | 117 | $222.9M | $21.5M |
| 5 | WHEELS, LLC WHEELS, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 1,976 | $269.5M | $8.4M |
| 6 | CKE RESTAURANTS HOLDINGS, INC. CKE SAVINGS PLAN | FRANKLIN TN | 1,052 | $49.9M | $4.0M |
| 7 | THE CENTER THE CENTER 401(K) PLAN | BEND OR | 360 | $50.5M | $3.2M |
| 8 | AIRBNB, INC. AIRBNB 401(K) PLAN | SAN FRANCISCO CA | 4,320 | $981.8M | $2.6M |
| 9 | BEACHBODY, LLC BEACHBODY, LLC 401(K) PLAN | EL SEGUNDO CA | 319 | $114.2M | $2.4M |
| 10 | LM WIND POWER BLADES (USA) INC. LM WIND POWER BLADES INC 401(K) RETIREMENT PLAN | GRAND FORKS ND | 538 | $21.3M | $2.3M |
