Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fund Mutual fund NR in their Schedule of Assets, totaling $33.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $18.8M |
| 2 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $4.7M |
| 3 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC |
ARLINGTON VA |
| 3,654 |
| $76.7M |
| $3.6M |
| 4 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN | ARLINGTON VA | 2,569 | $55.1M | $2.0M |
| 5 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $1.4M |
| 6 | SABRE SYSTEMS, LLC SABRE SYSTEMS, LLC 401(K) PLAN | WARMINSTER PA | 282 | $49.3M | $948K |
| 7 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $648K |
| 8 | ATHENA TECHNOLOGY GROUP, INC. ATHENA TECHNOLOGY GROUP, INC. 401(K) PLAN | EAST SETAUKET NY | 88 | $3.7M | $511K |
| 9 | SEALING TECHNOLOGIES SEALING TECHNOLOGIES INC 401K PROFIT SHARING PLAN | COLUMBIA MD | 125 | $12.0M | $444K |
| 10 | OCT CONSULTING, LLC. OCT CONSULTING, LLC. 401(K) PLAN | MCLEAN VA | 146 | $3.7M | $170K |
