Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Target Retirement 2025 Inv Mutual fund in their Schedule of Assets, totaling $36.3M 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 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $9.2M |
| 2 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 687 | $48.1M | $4.9M |
| 3 | COMMUNITY HEALTH PLAN OF WASHINGTON |
SEATTLE WA |
| 650 |
| $81.1M |
| $3.9M |
| 4 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $3.0M |
| 5 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $2.6M |
| 6 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $2.6M |
| 7 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $2.3M |
| 8 | CASPER ORTHOPAEDIC ASSOCIATES, PC CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | CASPER WY | 93 | $20.6M | $2.3M |
| 9 | ACCESS REHAB CENTERS, LLC ACCESS REHAB CENTERS, LLC 401(K) PLAN | WATERBURY CT | 195 | $16.7M | $801K |
| 10 | SURF CITY AUTO GROUP, INC. SURF CITY AUTO GROUP 401(K) PLAN | HUNTINGTON BEACH CA | 161 | $4.2M | $741K |
