Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Retirement 2025 Investor Fund " in their Schedule of Assets, totaling $36.6M 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 | HEBREW SENIORLIFE, INC. HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN | ROSLINDALE MA | 2,331 | $159.7M | $10.7M |
| 2 | PORTS AMERICA THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES | CHANDLER AZ | 1,159 | $243.7M | $10.5M |
| 3 | PALOMA PARTNERS MANAGEMENT COMPANY |
GREENWICH CT |
| 72 |
| $80.8M |
| $3.7M |
| 4 | HEBREW SENIORLIFE, INC. HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN | ROSLINDALE MA | 1,609 | $32.9M | $2.6M |
| 5 | THE ALLIANCE FOR POSITIVE CHANGE ALLIANCE FOR POSITIVE CHANGE RETIREMENT PLAN | NEW YORK NY | 181 | $10.5M | $2.5M |
| 6 | 20/20 PLUMBING & HEATING, INC. 20/20 PLUMBING & HEATING, INC. 401(K) PLAN | RIVERSIDE CA | 578 | $19.1M | $1.6M |
| 7 | KASHIV BIOSCIENCES, LLC KASHIV BIOSCIENCES, LLC 401(K) PLAN | PISCATAWAY NJ | 194 | $12.9M | $1.5M |
| 8 | TEXAS LEHIGH CEMENT COMPANY, LP TEXAS-LEHIGH CEMENT COMPANY 401(K) PLAN | BUDA TX | 201 | $22.1M | $1.2M |
| 9 | GOLDEN PASS LNG TERMINAL, LLC GOLDEN PASS LNG TERMINAL LLC 401K PLAN | HOUSTON TX | 347 | $52.3M | $1.1M |
| 10 | SENKO ADVANCED COMPONENTS, INC. SENKO ADVANCED COMPONENTS 401(K) PLAN | HUDSON MA | 123 | $14.0M | $433K |
