Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Target Retirement 2025 Pooled separate account in their Schedule of Assets, totaling $16.6M 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 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $5.5M |
| 2 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $2.0M |
| 3 | AAA SOUTH JERSEY, INC. AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN |
VOORHEES NJ |
| 114 |
| $11.8M |
| $1.6M |
| 4 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN | OMAHA NE | 842 | $15.1M | $1.4M |
| 5 | THRIVE OPERATIONS, LLC THRIVE OPERATIONS, LLC 401(K) PLAN | FOXBORO MA | 849 | $55.0M | $904K |
| 6 | LFH MANAGEMENT, LLC LA FONDA HOTEL 401(K) PROFIT SHARING PLAN | SANTA FE NM | 213 | $5.7M | $895K |
| 7 | GOODWILL OF THE OLYMPICS AND RAINIER REGION GOODWILL OF THE OLYMPICS AND RAINIER REGION 401(K) PLAN | TACOMA WA | 1,177 | $3.4M | $779K |
| 8 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $763K |
| 9 | PATRIOT FIRE PROTECTION, INC. PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST | TACOMA WA | 154 | $37.3M | $517K |
| 10 | WILDFLOWER INTERNATIONAL, LTD. WILDFLOWER INTERNATIONAL, LTD. 401(K) PLAN | SANTA FE NM | 84 | $5.3M | $429K |
