Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Target Retirement 2025 Investment Fund " in their Schedule of Assets, totaling $24.1M 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 | BORDER STATES INDUSTRIES, INC. BORDER STATES ELECTRIC SUPPLY 401(K) PLAN | FARGO ND | 3,385 | $254.0M | $11.3M |
| 2 | MARIO SINACOLA & SONS EXCAVATING, INC. MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN | FRISCO TX | 972 | $44.1M | $5.5M |
| 3 | BARR BRANDS INTERNATIONAL, INC. |
MEMPHIS TN |
| 385 |
| $24.2M |
| $2.0M |
| 4 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $1.2M |
| 5 | UPCHURCH COMPANIES RETIREMENT, LLC UPCHURCH COMPANIES RETIREMENT, LLC 401(K) PLAN | GREENWOOD MS | 437 | $17.3M | $1.1M |
| 6 | POLYPLEX USA LLC POLYPLEX USA LLC 401(K) PLAN | DECATUR AL | 268 | $9.7M | $808K |
| 7 | BAD BOY MOWERS BAD BOY MOWERS 401(K) PLAN | BATESVILLE AR | 923 | $7.9M | $522K |
| 8 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $512K |
| 9 | A-1 FREEMAN MOVING & STORAGE, INC. A-1 FREEMAN MOVING & STORAGE, INC. 401K PLAN | OKLAHOMA CITY OK | 206 | $17.7M | $468K |
| 10 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $358K |
