Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fund Inv Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | WHITTLESEY PC WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN | HARTFORD CT | 118 | $45.7M | $1.0M |
| 2 | SPERRY RAIL, INC. SPERRY RAIL, INC. SAVINGS & INVESTMENT PLAN | SHELTON CT | 367 | $37.7M | $844K |
| 3 | TECHLINE, INC. TECHLINE, INC. 401(K) SAVINGS & RETIREMENT PLAN |
AUSTIN TX |
| 342 |
| $29.6M |
| $43K |
| 4 | VISIO FINANCIAL SERVICES, INC. VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 186 | $10.0M | $15K |
