Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Retirement 2025 Fund in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BALLUFF, INC. BALLUFF, INC. 401(K) PROFIT SHARING PLAN | FLORENCE KY | 152 | $34.4M | $1.9M |
| 2 | ASSOCIATED OPHTHALMOLOGISTS, LTD. ASSOCIATED OPHTHALMOLOGISTS, LTD. RETIREMENT PLAN | PHOENIX AZ | 116 | $21.5M | $1.2M |
| 3 | PARTNERS IN HEALTH, A NONPROFIT CORPORATION |
BOSTON MA |
| 349 |
| $24.1M |
| $629K |
| 4 | COMMUNITY HOUSING PARTNERS CORPORATION CHP 403(B) EMPLOYEE RETIREMENT PLAN | CHRISTIANSBURG VA | 423 | $19.7M | $618K |
| 5 | DEVON BANK DEVON BANK PROFIT SHARING/401(K) PLAN | CHICAGO IL | 124 | $18.8M | $166K |
| 6 | BROWN DISTRIBUTING COMPANY, LLC BROWN DISTRIBUTING COMPANY EMPLOYEE RETIREMENT PLAN | RICHMOND VA | 174 | $11.9M | $87K |
| 7 | ANACOSTIA RAIL HOLDINGS COMPANY ANACOSTIA RAIL HOLDINGS COMPANY 401(K) PLAN | CHICAGO IL | 175 | $18.2M | $24K |
