Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fund Investor Shares Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | HOMESERVE USA CORP. HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES | NORWALK CT | 338 | $34.7M | $965K |
| 2 | CATTERTON MANAGEMENT COMPANY, LLC CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN | GREENWICH CT | 243 | $61.7M | $458K |
| 3 | GI MANAGER L.P. GI PARTNERS 401(K) PLAN |
SCOTTSDALE AZ |
| 181 |
| $63.9M |
| $266K |
