Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2060 Fund in their Schedule of Assets, totaling $219.1M 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 | $92.5M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $22.9M |
| 3 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN |
VENTURA CA |
| 2,069 |
| $405.0M |
| $14.9M |
| 4 | HUDSON RIVER TRADING LLC HUDSON RIVER TRADING LLC 401(K) PLAN | NEW YORK NY | 794 | $132.7M | $9.7M |
| 5 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $8.8M |
| 6 | 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 | $7.5M |
| 7 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $7.2M |
| 8 | COEUR MINING, INC. COEUR MINING DEFINED CONTRIBUTION AND 401K PLAN | CHICAGO IL | 1,192 | $186.2M | $6.7M |
| 9 | ENOVA INTERNATIONAL, INC. ENOVA INTERNATIONAL, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 1,722 | $143.8M | $6.5M |
| 10 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $5.4M |
