Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2015 Mutual fund in their Schedule of Assets, totaling $1.9M 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 | CCRM MANAGEMENT COMPANY, LLC CCRM FERTILITY NETWORK 401(K) PLAN | LONE TREE CO | 1,396 | $76.8M | $1.4M |
| 2 | GLOBAL COOLING, INC. GLOBAL COOLING, INC. 401(K) PROFIT SHARING PLAN | ATHENS OH | 0 | $0 | $206K |
| 3 | SUN MAR HEALTHCARE SUN MAR HEALTHCARE 401(K) PLAN |
BREA CA |
| 5,463 |
| $12.9M |
| $196K |
| 4 | RTT OPERATING COMPANIES HOLDCO, LLC ROUNDTOWER TECHNOLOGIES 401(K) PLAN | CINCINNATI OH | 359 | $10.0M | $56K |
| 5 | PEERLESS PRODUCTS, INC. PEERLESS PRODUCTS, INC. 401(K) PLAN | FORT SCOTT KS | 413 | $6.0M | $7K |
