Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 879 U.S. retirement plans report holding Vanguard* Target Retirement 2025 Fund in their Schedule of Assets, totaling $3.5B 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 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $194.6M |
| 3 | OHIOHEALTH |
COLUMBUS OH |
| 32,259 |
| $2.7B |
| $110.4M |
| 4 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $93.6M |
| 5 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $93.3M |
| 6 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $79.0M |
| 7 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $66.5M |
| 8 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 403(B) PLAN | ALLENTOWN PA | 20,984 | $810.2M | $51.9M |
| 9 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $49.0M |
| 10 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $41.0M |
