Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Target Ret 2025 Instl Registered Investment Company in their Schedule of Assets, totaling $2.5M 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 | OTAK INC. OTAK INC. 401K EMPLOYEE SAVINGS PLAN | PORTLAND OR | 323 | $45.0M | $2.5M |
