Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Retire 2025 Registered Investment Company in their Schedule of Assets, totaling $60.2M 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 | ADVOCARE, LLC ADVOCARE, LLC 401(K) PROFIT SHARING PLAN | MARLTON NJ | 2,721 | $418.8M | $37.5M |
| 2 | SKIDMORE COLLEGE SKIDMORE 403(B) RETIREMENT PLAN | SARATOGA SPRINGS NY | 1,752 | $368.4M | $17.7M |
| 3 | UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN |
PORTLAND OR |
| 93 |
| $39.0M |
| $1.7M |
| 4 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $1.3M |
| 5 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN | TACOMA WA | 323 | $30.7M | $846K |
| 6 | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | SALISBURY COVE ME | 86 | $15.9M | $404K |
| 7 | NOAH MEDICAL CORPORATION NOAH MEDICAL 401(K) PLAN | SAN JOSE CA | 351 | $11.0M | $302K |
| 8 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $298K |
| 9 | HOGAN MFG., INC. HOGAN MFG., INC. RETIREMENT PLAN | ESCALON CA | 202 | $21.7M | $47K |
