Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement 2025 Investment Fund Mutual Funds in their Schedule of Assets, totaling $6.4M 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 | POPULUS GROUP LLC POPULUS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | TROY MI | 5,917 | $124.6M | $5.2M |
| 2 | THE RECTORY SCHOOL THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | POMFRET CT | 154 | $24.0M | $1.2M |
