Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Ret 2060 Fund - in their Schedule of Assets, totaling $24.3M 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 | BOARD OF TRUSTEES LOCAL 338 ANNUITY FUND LOCAL 338 ANNUITY FUND | MINEOLA NY | 5,275 | $61.0M | $10.0M |
| 2 | GROUNDWORKS OPERATIONS, LLC GROUNDWORKS OPERATIONS, LLC 401(K) PLAN | VIRGINIA BEACH VA | 3,197 | $62.5M | $4.5M |
| 3 | JOINT BOARD OF TRUSTEES OF IBEW LOCAL 596 PENSION FUND |
ONA WV |
| 542 |
| $86.1M |
| $2.7M |
| 4 | OUTBRAIN INC. OUTBRAIN INC. 401(K) PLAN | NEW YORK NY | 107 | $17.0M | $2.6M |
| 5 | CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC CONSUMER SAFETY TECHNOLOGY, LLC 401(K) PLAN | URBANDALE IA | 646 | $18.4M | $1.3M |
| 6 | BA HOLDINGS, INC. BA HOLDINGS, INC. SAVINGS PLAN | RIVERSIDE CA | 816 | $67.6M | $944K |
| 7 | IBEW LOCAL UNION 668 IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN | LAFAYETTE IN | 1,317 | $96.0M | $919K |
| 8 | REPUBLIC FIRST BANK REPUBLIC BANK 401(K) & PROFIT SHARING PLAN | DALLAS TX | 0 | $36.3M | $664K |
| 9 | BILL JACOBS MOTORSPORT HOLDINGS, INC. BILL JACOBS COMPANIES SECTION 401(K) PLAN | NAPERVILLE IL | 221 | $14.5M | $451K |
| 10 | CIL NORTH AMERICA LLC COFCO INTERNATIONAL USA 401(K) PLAN | STAMFORD CT | 96 | $36.5M | $241K |
