Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2060 Fund Mutual funds in their Schedule of Assets, totaling $76.4M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $37.9M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $35.0M |
| 3 | MARUBENI AMERICA CORPORATION |
NEW YORK NY |
| 951 |
| $222.0M |
| $2.1M |
| 4 | TWIST BIOSCIENCE CORPORATION TWIST BIOSCIENCE CORPORATION 401(K) PLAN | SOUTH SANFRANCISCO CA | 542 | $28.5M | $1.3M |
