Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2070 Fund Mutual fund in their Schedule of Assets, totaling $1.2M 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 | ASANA INC. ASANA INC. 401(K) PLAN | SAN FRANCISCO CA | 1,402 | $169.4M | $420K |
| 2 | A.I. SOLUTIONS, INC. A.I. SOLUTIONS, INC. 401(K) PLAN | LANHAM MD | 454 | $101.5M | $367K |
| 3 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN |
DENVER CO |
| 1,259 |
| $1.0B |
| $274K |
| 4 | C.W. DRIVER CONTRACTORS C.W. DRIVER CONTRACTORS 401(K) PROFIT SHARING PLAN | PASADENA CA | 328 | $84.9M | $77K |
| 5 | DEANS & HOMER DEANS & HOMER 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 114 | $62.8M | $43K |
| 6 | ROBERT W. WOODRUFF FOUNDATION, INC. THE NEW FOUNDATIONS RETIREMENT PLAN | ATLANTA GA | 111 | $32.9M | $24K |
| 7 | THE GLENMEDE CORPORATION THE GLENMEDE CORPORATION SAVINGS AND INVESTMENT PLAN | PHILADELPHIA PA | 431 | $230.3M | $14K |
| 8 | CONFEDERATED TRIBES OF THE WARM SPRINGS RESERVATION OF OREGON THE CONFEDERATED TRIBES OF WARM SPRINGS ENTERPRISE 401(K) PLAN | WARM SPRINGS OR | 186 | $6.6M | $10K |
