Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 206 U.S. retirement plans report holding Vanguard Target Retirement 2025 Fund -- in their Schedule of Assets, totaling $922.5M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $302.9M |
| 2 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $110.4M |
| 3 | ST. LUKE'S HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 20,984 |
| $810.2M |
| $51.9M |
| 4 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $49.0M |
| 5 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $31.8M |
| 6 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER IL | 9,692 | $285.3M | $22.3M |
| 7 | GALDERMA SERVICES, INC. GALDERMA SERVICES, INC. EMPLOYEES' 401(K) AND EMPLOYER CONTRIBUTION PLAN | DALLAS TX | 1,153 | $423.8M | $14.6M |
| 8 | CIC GROUP, INC. CIC GROUP, INC. OFFICE 401(K) SAVINGS PLAN AND TRUST | FENTON MO | 683 | $171.0M | $10.8M |
| 9 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $8.7M |
| 10 | VENDOR CREDENTIALING SERVICE, LLC D/B/A SYMPLR SYMPLR 401(K) PLAN AND TRUST | HOUSTON TX | 1,546 | $117.4M | $8.6M |
