Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Target Retirement 2025 Mutual fund (1) in their Schedule of Assets, totaling $12.7M 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 | AMERICHEM, INC. AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CUYAHOGA FALLS OH | 543 | $84.9M | $2.9M |
| 2 | SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN | WICHITA KS | 982 | $35.0M | $2.5M |
| 3 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN |
KING OF PRUSSIA PA |
| 1,197 |
| $51.8M |
| $1.9M |
| 4 | KEYSTONE HR LLC KEYSTONE HR LLC RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 253 | $8.6M | $1.3M |
| 5 | SLAVIC INTEGRATED ADMINISTRATION INC. VENSURE RETIREMENT PLAN | BOCA RATON FL | 2,812 | $28.5M | $930K |
| 6 | MOODY DUNBAR, INC. MOODY DUNBAR, INC. PROFIT SHARING PLAN | JOHNSON CITY TN | 87 | $13.6M | $821K |
| 7 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP | BOCA RATON FL | 2,840 | $49.1M | $424K |
| 8 | PLAYFLY, LLC PLAYFLY, LLC 401(K) PLAN | BERWYN PA | 643 | $32.4M | $411K |
| 9 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER 401(K) PLAN | BOCA RATON FL | 864 | $11.9M | $360K |
| 10 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER PLAN | BOCA RATON FL | 864 | $11.9M | $360K |
