Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Instl. Target Retirement 2025 Fund Mutual fund in their Schedule of Assets, totaling $4.9M 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 | WEBER, INC. WEBER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 195 | $28.3M | $2.5M |
| 2 | CARRIS FINANCIAL CORP. CFC RETIREMENT PLAN | PROCTOR VT | 463 | $25.7M | $1.4M |
| 3 | AVM, L.P. AVM, L.P. PROFIT SHARING PLAN | BOCA RATON |
| 77 |
| $74.5M |
| $999K |
| 4 | SCALED COMPOSITES, LLC SCALED COMPOSITES, LLC INCENTIVE SAVINGS PLAN | MOJAVE CA | 283 | $48.9M | $91K |
| 5 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND IL | 558 | $114.7M | $13K |