Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding Vanguard* Target Retirement 2025 Trust II in their Schedule of Assets, totaling $1.2B 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 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $65.6M |
| 2 | COMFORT SYSTEMS USA, INC. COMFORT SYSTEMS USA, INC. 401(K) PLAN | HOUSTON TX | 18,367 | $1.1B | $55.6M |
| 3 | ASPLUNDH TREE EXPERT, LLC ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN | WILLOW GROVE PA | 2,468 | $342.7M | $54.5M |
| 4 | AAA CLUB ALLIANCE INC. AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON DE | 5,447 | $562.4M | $53.6M |
| 5 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $53.2M |
| 6 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,411 | $793.2M | $52.4M |
| 7 | THE SAVE MART COMPANIES SAVE MART COMPANIES RETIREMENT SAVINGS PLAN | MODESTO CA | 11,855 | $993.0M | $46.0M |
| 8 | THE SCOTTS COMPANY LLC THE SCOTTS COMPANY LLC RETIREMENT SAVINGS PLAN | MARYSVILLE OH | 4,612 | $691.4M | $43.7M |
| 9 | BROOKDALE SENIOR LIVING INC. BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 34,384 | $466.1M | $42.5M |
| 10 | REGENERON PHARMACEUTICALS, INC. REGENERON PHARMACEUTICALS, INC. 401(K) SAVINGS PLAN | TARRYTOWN NY | 11,960 | $2.6B | $41.9M |
