Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2070 Fund in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $1.9M |
| 2 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $1.5M |
| 3 | WILLIAM BEAUMONT HOSPITAL |
SOUTHFIELD MI |
| 34,406 |
| $3.0B |
| $1.1M |
| 4 | HUDSON RIVER TRADING LLC HUDSON RIVER TRADING LLC 401(K) PLAN | NEW YORK NY | 794 | $132.7M | $639K |
| 5 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN | SAINT CLOUD MN | 7,095 | $162.1M | $528K |
| 6 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $478K |
| 7 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $282K |
| 8 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $275K |
| 9 | 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 | $211K |
| 10 | CARILION CLINIC CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN | ROANOKE VA | 2,201 | $135.1M | $87K |
