Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fund: Investor Shares Mutual Funds in their Schedule of Assets, totaling $3.0M 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 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 710 | $29.0M | $2.2M |
| 2 | HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE NJ | 135 | $6.7M | $494K |
| 3 | WINDSOR FASHIONS, INC. |
SANTA FE SPRINGS CA |
| 974 |
| $14.8M |
| $287K |
| 4 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $44K |
| 5 | MORNING VIEW CARE CENTER COMMUNITY SERVICES MORNING VIEW CARE CENTER 401(K) PLAN | COLUMBUS OH | 220 | $1.6M | $35K |
