Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Investments Target Retirement 2060 Fund in their Schedule of Assets, totaling $6.9M 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 | NEXTGEN HEALTHCARE, INC. NEXTGEN HEALTHCARE, INC. 401(K) PLAN | IRVINE CA | 1,413 | $264.6M | $4.7M |
| 2 | AIRSHIP GROUP INC. AIRSHIP GROUP INC. 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 280 | $28.4M | $893K |
| 3 | PORZIO, BROMBERG & NEWMAN, P.C. PORZIO, BROMBERG & NEWMAN, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN |
MORRISTOWN NJ |
| 207 |
| $130.4M |
| $842K |
| 4 | NATIONAL TREASURY EMPLOYEES UNION N.T.E.U. 401(K) PLAN | WASHINGTON DC | 137 | $67.2M | $442K |
| 5 | SUPERIOR INDUSTRIAL SOLUTIONS, INC. SUPERIOR INDUSTRIAL SOLUTIONS, INC. RETIREMENT PLAN | INDIANAPOLIS IN | 369 | $48.9M | $33K |
