Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Target Retirement 2025 fund N/R in their Schedule of Assets, totaling $70.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN MANAGEMENT COMPANIES LLC SOUTHERN MANAGEMENT COMPANIES LLC 401(K) SAVINGS PLAN | MCLEAN VA | 2,151 | $91.7M | $8.6M |
| 2 | CLIMATEC, LLC CLIMATEC EMPLOYEE SAVINGS PLAN | PHOENIX AZ | 1,229 | $118.4M | $7.9M |
| 3 | WIS-PAK, INC. WIS-PAK, INC. PROFIT SHARING AND SAVINGS PLAN |
WATERTOWN WI |
| 970 |
| $129.2M |
| $7.8M |
| 4 | GEORGIA SYSTEM OPERATIONS CORPORATION GEORGIA SYSTEM OPERATIONS CORPORATION RETIREMENT PLAN | TUCKER GA | 281 | $180.0M | $7.4M |
| 5 | GEORGIA TRANSMISSION CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) GEORGIA TRANSMISSION CORPORATION RETIREMENT PLAN | TUCKER GA | 341 | $246.2M | $6.0M |
| 6 | OGLETHORPE POWER CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) OGLETHORPE POWER CORPORATION RETIREMENT PLAN | TUCKER GA | 381 | $228.1M | $5.9M |
| 7 | WP BEVERAGES, LLC WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | WINDSOR WI | 695 | $74.2M | $3.8M |
| 8 | ROSECRANCE HEALTH NETWORK ROSECRANCE 401(K) SAVINGS PLAN | ROCKFORD IL | 652 | $54.0M | $3.5M |
| 9 | THE BOARD OF TRUSTEES OF THE NATIONAL PRODUCTION WORKERS SEVERAN NATIONAL PRODUCTION WORKERS UNION 401K RETIREMENT | DOWNERS GROVE IL | 720 | $25.0M | $3.4M |
| 10 | LIVING BRANCHES LIVING BRANCHES RETIREMENT PLAN | LANSDALE PA | 528 | $25.3M | $2.6M |
