Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fund, Investor Shares in their Schedule of Assets, totaling $53.7M 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 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP, INC.AND ALL AFFILIATES 401(K) PLAN | SAN FRANCISCO CA | 3,877 | $101.8M | $6.9M |
| 2 | SUPERIOR ENERGY SERVICES, INC. SUPERIOR ENERGY 401(K) PLAN | HOUSTON TX | 996 | $202.3M | $6.8M |
| 3 | IDEAL CLAMP PRODUCTS, INC. IDEAL CLAMP PRODUCTS 401(K) PLAN |
SMYRNA TN |
| 704 |
| $50.3M |
| $5.6M |
| 4 | BLESSEY MARINE SERVICES, INC. BLESSEY MARINE SERVICES, INC. 401(K) PLAN | HARAHAN LA | 675 | $65.9M | $5.3M |
| 5 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN | CLYDE NY | 342 | $47.2M | $3.5M |
| 6 | CARUS LLC CARUS CAPITAL ACCUMULATION 401(K) PLAN | PERU IL | 161 | $52.1M | $3.3M |
| 7 | PIANTEDOSI BAKING COMPANY INC. PIANTEDOSI BAKING CO. INC. EMPLOYEES' SAVINGS RETIREMENT PLAN | MALDEN MA | 169 | $26.8M | $2.9M |
| 8 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $2.7M |
| 9 | CROUSE MEDICAL PRACTICE, PLLC CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN | SYRACUSE NY | 457 | $43.5M | $2.2M |
| 10 | TRANSPAK, INC. TRANSPAK 401(K) PLAN | SAN JOSE CA | 1,044 | $23.4M | $1.9M |
