Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Target Ret 2025 # in their Schedule of Assets, totaling $94.6M 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 | OU MEDICINE, INC. OU HEALTH 401(K) PLAN | OKLAHOMA CITY OK | 9,546 | $591.5M | $39.8M |
| 2 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN | WALNUT CREEK CA | 1,484 | $214.6M | $17.8M |
| 3 | WILLIAMS COLLEGE WILLIAMS COLLEGE RETIREMENT INCOME PLAN |
WILLIAMSTOWN MA |
| 1,525 |
| $701.3M |
| $12.3M |
| 4 | THE KENDALL GROUP, INC. THE KENDALL GROUP, INC. PROFIT SHARING PLAN | PORTAGE MI | 1,749 | $230.1M | $7.3M |
| 5 | EXECUTIVE BOARD OF THE IOWA BUILDERS RETIREMENT PLAN IOWA BUILDERS RETIREMENT PLAN | CEDAR RAPIDS IA | 400 | $65.9M | $2.6M |
| 6 | GENESIS CORP. GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN | NEW YORK NY | 1,426 | $43.3M | $2.1M |
| 7 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $2.0M |
| 8 | BELLAMY AUTOMOTIVE GROUP, INC. BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN | MCDONOUGH GA | 145 | $17.1M | $1.8M |
| 9 | WMG SERVICES, LLC WORLD ENERGY 401(K) PLAN | BOSTON MA | 104 | $19.1M | $1.3M |
| 10 | UPPER SKAGIT INDIAN TRIBE UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN | BOW WA | 288 | $14.3M | $1.2M |
