Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Vanguard Target Retirement 2025 Inv Mutual funds in their Schedule of Assets, totaling $176.9M 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 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $48.9M |
| 2 | H. LEE MOFFITT CANCER CENTER H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN | TAMPA FL | 9,939 | $504.7M | $37.6M |
| 3 | SOCIETY HILL ANESTHESIA, P.C. |
PHILADELPHIA PA |
| 173 |
| $102.7M |
| $15.5M |
| 4 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $10.0M |
| 5 | WM. BOLTHOUSE FARMS, INC. DBA GENEROUS BRANDS BOLTHOUSE FARMS, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 2,414 | $89.0M | $8.8M |
| 6 | RP HOLDINGS INC RALEIGH ENTERPRISES RETIREMENT SAVINGS PROGRAM | HOLLYWOOD CA | 226 | $19.5M | $5.0M |
| 7 | MALVERN PREPARATORY SCHOOL MALVERN PREPARATORY SCHOOL 403(B)(7) PLAN | MALVERN PA | 261 | $26.4M | $4.8M |
| 8 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $3.9M |
| 9 | THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON NY | 1,017 | $103.1M | $3.9M |
| 10 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $3.7M |
