Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2025 Inv Fund Mutual Fund N/A in their Schedule of Assets, totaling $4.0M 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 | XANTERRA PARKS & RESORTS, INC. XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN | GREENWOOD VILLAGE CO | 2,504 | $114.6M | $2.7M |
| 2 | MID-RIVERS TELEPHONE COOPERATIVE, INC. MID-RIVERS TELEPHONE COOPERATIVE EMPLOYEES' SAVINGS PLAN AND TRUST | CIRCLE MT | 102 | $40.1M | $996K |
| 3 | REV RENEWABLES OPS, LLC |
NEW YORK NY |
| 142 |
| $26.5M |
| $341K |
