Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fund Mutual funds in their Schedule of Assets, totaling $151.6M 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 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $22.8M |
| 2 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $21.0M |
| 3 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN |
BETHESDA MD |
| 2,133 |
| $196.1M |
| $10.6M |
| 4 | USHIO AMERICA, INC. USHIO AMERICA AND CHRISTIE DIGITAL SAVINGS AND RETIREMENT PLAN | CYPRESS CA | 496 | $137.9M | $10.0M |
| 5 | VALUE DRUG COMPANY VALUE DRUG COMPANY 401(K) PROFIT-SHARING PLAN | DUNCANSVILLE PA | 218 | $45.2M | $7.8M |
| 6 | APPLE BANK APPLE BANK FOR SAVINGS 401(K) PLAN | NEW YORK NY | 1,308 | $171.0M | $7.8M |
| 7 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $6.4M |
| 8 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN | SAN RAFAEL CA | 333 | $66.5M | $5.0M |
| 9 | HAND ARENDALL HARRISON SALE LLC HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST | MOBILE AL | 166 | $106.9M | $4.4M |
| 10 | ENGEO INCORPORATED ENGEO INCORPORATED 401(K) PLAN | SAN RAMON CA | 234 | $77.8M | $4.0M |
