Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2025 Inv Fund Registered investment company in their Schedule of Assets, totaling $8.2M 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 | HOLLAND RESIDENTIAL, LLC HOLLAND RESIDENTIAL, LLC 401(K) PLAN | VANCOUVER WA | 758 | $68.7M | $3.8M |
| 2 | ARBORGEN INC. ARBORGEN 401(K) PROFIT SHARING PLAN | SUMMERVILLE SC | 106 | $15.7M | $1.9M |
| 3 | SUNS LEGACY PARTNERS PHOENIX SUNS 401(K) SALARY SAVINGS PLAN |
PHOENIX AZ |
| 475 |
| $41.8M |
| $1.9M |
| 4 | CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN | ARCATA CA | 353 | $14.4M | $584K |
| 5 | PROGRESSIVE FOAM TECHNOLOGIES, INC. PROGRESSIVE FOAM TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | BEACH CITY OH | 191 | $13.3M | $72K |
