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 Mutual fund shares in their Schedule of Assets, totaling $10.7M 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 | SYMMONS INDUSTRIES, INC. SYMMONS INDUSTRIES, INC. 401(K) PLAN | BRAINTREE MA | 215 | $40.9M | $5.3M |
| 2 | DM COMPANIES INC DM COMPANIES PS & 401(K) PLAN | TROY MI | 626 | $106.0M | $4.1M |
| 3 | BRESCOME BARTON, INC. BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION |
NORTH HAVEN CT |
| 117 |
| $24.0M |
| $1.0M |
| 4 | QUAKER EQUITIES, LTD. QUAKER EQUITIES, LTD. 401(K) PLAN | BROOKLYN NY | 284 | $40.6M | $380K |
