Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2025 Fund in their Schedule of Assets, totaling $389.8M 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 | 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 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES |
OMAHA NE |
| 3,156 |
| $353.1M |
| $19.4M |
| 4 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $17.8M |
| 5 | AGFA CORPORATION AGFA CORPORATION EMPLOYEE SAVINGS PLAN | CARLSTADT NJ | 271 | $303.9M | $13.4M |
| 6 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $12.7M |
| 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 | APEX OIL COMPANY, INC. APEX OIL COMPANY, INC. EMPLOYEE SAVINGS PLAN | ST. LOUIS MO | 486 | $55.1M | $9.6M |
| 10 | COEUR MINING, INC. COEUR MINING DEFINED CONTRIBUTION AND 401K PLAN | CHICAGO IL | 1,192 | $186.2M | $9.2M |
