Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 235 U.S. retirement plans report holding Vanguard Target Retirement 2025 – Inv Mutual Fund in their Schedule of Assets, totaling $458.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $40.3M |
| 2 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $32.9M |
| 3 | MIRION TECHNOLOGIES, INC. |
ATLANTA GA |
| 1,329 |
| $201.3M |
| $15.8M |
| 4 | RIVIANA FOODS INC. RIVIANA FOODS INC. SAVINGS PLAN AND TRUST | HARRISBURG PA | 1,026 | $90.0M | $12.3M |
| 5 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $12.2M |
| 6 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $11.9M |
| 7 | FERRELL COMPANIES, INC FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN | LIBERTY MO | 4,414 | $252.1M | $10.7M |
| 8 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $10.7M |
| 9 | MEDITERRANEAN SHIPPING COMPANY USA, INC. MSC (USA) HOLDINGS RETIREMENT PLAN | NEW YORK NY | 1,574 | $188.4M | $10.7M |
| 10 | MGM RESORTS INTERNATIONAL THE MGM RESORTS 401(K) SAVINGS PLAN | LAS VEGAS NV | 37,717 | $2.2B | $9.7M |