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 Investor Shares Fund Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | HOPKINS & CARLEY, A LAW CORPORATION HOPKINS & CARLEY 401(K) PLAN | SAN JOSE CA | 101 | $78.5M | $3.6M |
| 2 | SUTTON TRUCKING LLC SUTTON TRUCKING LLC 401(K) PLAN | WOOD VILLAGE OR | 124 | $6.0M | $673K |
