Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2045 Fund in their Schedule of Assets, totaling $522.7M 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 | $129.4M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $70.5M |
| 3 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES |
OMAHA NE |
| 3,156 |
| $353.1M |
| $46.6M |
| 4 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $30.2M |
| 5 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $22.2M |
| 6 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $21.3M |
| 7 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $21.2M |
| 8 | CENTRAL MUTUAL INSURANCE COMPANY CENTRAL EMPLOYEES' SAVINGS AND PROFIT PARTICIPATION PLAN | VAN WERT OH | 750 | $196.5M | $20.6M |
| 9 | ENOVA INTERNATIONAL, INC. ENOVA INTERNATIONAL, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 1,722 | $143.8M | $17.2M |
| 10 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $15.6M |
