Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 508 U.S. retirement plans report holding Vanguard target retirement 2025 Fund Mutual Fund in their Schedule of Assets, totaling $1.4B 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 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $123.7M |
| 2 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $63.8M |
| 3 | CREATIVE ARTISTS AGENCY, LLC |
LOS ANGELES CA |
| 1,871 |
| $436.8M |
| $39.0M |
| 4 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $28.9M |
| 5 | WILBUR-ELLIS HOLDINGS, INC. WILBUR-ELLIS 401(K) PLAN | DENVER CO | 2,889 | $398.0M | $26.0M |
| 6 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $25.1M |
| 7 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $23.9M |
| 8 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $23.8M |
| 9 | HUNTERDON HEALTHCARE SYSTEM HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN | FLEMINGTON NJ | 2,622 | $235.6M | $23.7M |
| 10 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $23.3M |
