Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fd I Mutual Fund in their Schedule of Assets, totaling $10.2M 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 | COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, L.L.C. 401(K) PROFIT SHARING PLAN | ALLENDALE SC | 148 | $18.4M | $2.8M |
| 2 | J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN | ROCKLIN CA | 560 | $13.3M | $1.8M |
| 3 |
JOHNS CREEK GA |
| 93 |
| $74.6M |
| $1.7M |
| 4 | GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL CA | 519 | $16.8M | $1.0M |
| 5 | WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS CO | 4,935 | $9.2M | $761K |
| 6 | MARKSTEIN SALES CO. MARKSTEIN BEVERAGE CO. 401(K) RETIREMENT PLAN | ANTIOCH CA | 175 | $12.1M | $654K |
| 7 | ONPOINT MEDICAL GROUP, LLC ONPOINT MEDICAL GROUP, LLC 401(K) PLAN | HIGHLANDS RANCH CO | 330 | $12.7M | $601K |
| 8 | CMP AMS USA, INC CMP AMS USA, INC. 401(K) PLAN | BINGHAMTON NY | 136 | $4.7M | $240K |
| 9 | EVOFEM, INC. EVOFEM, INC. 401(K) PLAN | SAN DIEGO CA | 32 | $7.5M | $227K |
| 10 | THE NORTHUMBERLAND NATIONAL BANK THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN | NORTHUMBERLAND PA | 102 | $8.8M | $224K |
