Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Target Retirement 2025 Mutual funds in their Schedule of Assets, totaling $64.3M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $16.1M |
| 2 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $8.6M |
| 3 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND |
TROY MI |
| 1,369 |
| $101.0M |
| $7.2M |
| 4 | BAXTER HEALTHCARE OF PUERTO RICO LLC BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,026 | $103.1M | $4.4M |
| 5 | BAXTER HEALTHCARE S.A. BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,272 | $70.5M | $3.5M |
| 6 | RIGGS DISTLER & COMPANY, INC. RIGGS DISTLER & COMPANY, INC. RETIREMENT PLAN | CHERRY HILL NJ | 258 | $52.7M | $3.3M |
| 7 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 109 | $89.4M | $2.4M |
| 8 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 96 | $71.4M | $1.9M |
| 9 | EATON CUMMINS AUTOMATED TRANSMISSION TECHNOLOGIES LLP EATON CUMMINS AUTOMATED TRANSMISSION TECHNOLOGIES RETIREMENT PLAN | COLUMBUS IN | 220 | $30.4M | $1.8M |
| 10 | CROSBY MARKETING COMMUNICATIONS, INC. CROSBY MARKETING COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 115 | $34.9M | $1.8M |
