Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Vanguard Target Retirement 2025 Inv Registered investment company in their Schedule of Assets, totaling $119.8M 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 | EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA CA | 354 | $107.7M | $21.6M |
| 2 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN | PLACERVILLE CA | 1,486 | $160.7M | $18.4M |
| 3 | COOPER HATCHERY, INC. COOPER FARMS RETIREMENT PLAN |
OAKWOOD OH |
| 1,692 |
| $130.0M |
| $13.3M |
| 4 | CARDIAC STUDY CENTER, INC. P.S. CARDIAC STUDY CENTER, INC. P.S. 401(K) PROFIT SHARING PLAN | TACOMA WA | 349 | $36.4M | $6.7M |
| 5 | EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE OR | 473 | $92.9M | $6.5M |
| 6 | YANMAR AMERICA CORPORATION YANMAR GROUP 401(K) SAVINGS PLAN | ADAIRSVILLE GA | 984 | $73.2M | $4.7M |
| 7 | LIFE FLIGHT NETWORK, LLC LIFE FLIGHT NETWORK, LLC 401(K) PLAN | AURORA OR | 887 | $99.1M | $4.4M |
| 8 | BRANDES INVESTMENT PARTNERS, L.P. BRANDES INVESTMENT PARTNERS, L.P. 401(K) PLAN | LA JOLLA CA | 143 | $278.9M | $4.3M |
| 9 | NORTHERN STAR (POGO) LLC NORTHERN STAR (POGO) LLC 401K PLAN | FAIRBANKS AK | 650 | $69.8M | $3.2M |
| 10 | HEBREW HOME FOR THE AGED DISABLED JEWISH HOME OF SAN FRANCISCO 403(B) PLAN | SAN FRANCISCO CA | 831 | $24.0M | $3.1M |
