Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2025 Fund in their Schedule of Assets, totaling $437.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $150.9M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $46.6M |
| 3 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN |
JOHNSON CITY TN |
| 4,963 |
| $478.1M |
| $45.7M |
| 4 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES IBEW LOCAL UNION NO. 22/NECA DEFINED CONTRIBUTION PENSION FUND, PLAN B | OMAHA NE | 3,156 | $353.1M | $19.4M |
| 5 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $17.8M |
| 6 | AGFA CORPORATION AGFA CORPORATION EMPLOYEE SAVINGS PLAN | CARLSTADT NJ | 271 | $303.9M | $13.4M |
| 7 | H.C. STARCK INC. H. C. STARCK INC. SAVINGS AND RETIREMENT PLAN | NEWTON MA | 409 | $129.4M | $11.7M |
| 8 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $11.5M |
| 9 | CENTRAL MUTUAL INSURANCE COMPANY CENTRAL EMPLOYEES' SAVINGS AND PROFIT PARTICIPATION PLAN | VAN WERT OH | 750 | $196.5M | $11.1M |
| 10 | APEX OIL COMPANY, INC. APEX OIL COMPANY, INC. EMPLOYEE SAVINGS PLAN | ST. LOUIS MO | 486 | $55.1M | $9.6M |
