Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fd I Registered Investment Company in their Schedule of Assets, totaling $13.4M 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 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $7.0M |
| 2 | CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PC CHILDREN'S CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 105 | $41.6M | $4.7M |
| 3 | D'AMATO CONVERSANO, INC., P.C. |
SEATTLE WA |
| 299 |
| $45.9M |
| $991K |
| 4 | PETE KING CONSTRUCTION COMPANY PETE KING 401(K) PLAN | PHOENIX AZ | 497 | $5.2M | $259K |
| 5 | ADDIUM, INC. ADDIUM 401(K) PLAN | PULLMAN WA | 117 | $18.3M | $217K |
| 6 | SEATTLE INDIAN HEALTH BOARD SEATTLE INDIAN HEALTH BOARD 401(K) PLAN | SEATTLE WA | 220 | $14.1M | $166K |