Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $134.4M 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 | FOUNDATION BUILDING MATERIALS, LLC FOUNDATION BUILDING MATERIALS 401(K) PROFIT SHARING PLAN AND TRUST | SANTA ANA CA | 4,938 | $241.9M | $33.8M |
| 2 | INTERNET CORPORATION FOR ASSIGNED NAMES & NUMBERS ICANN RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 326 | $143.2M | $20.3M |
| 3 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION |
MISSION HILLS CA |
| 239 |
| $253.8M |
| $15.9M |
| 4 | MANATT, PHELPS & PHILLIPS, LLP MANATT, PHELPS & PHILLIPS, LLP EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 845 | $430.4M | $9.4M |
| 5 | RED BULL NORTH AMERICA, INC. RED BULL NORTH AMERICA, INC. RETIREMENT INCOME PLAN | SANTA MONICA CA | 6,312 | $419.6M | $8.9M |
| 6 | YOUNGER MFG. CO. YOUNGER MFG. CO. 401(K) PLAN | TORRANCE CA | 119 | $41.2M | $6.8M |
| 7 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 640 | $90.0M | $4.7M |
| 8 | GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP PROFIT SHARING 401(K) PLAN FOR PARTNERS AND STAFF | LOS ANGELES CA | 159 | $131.1M | $4.5M |
| 9 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $4.5M |
| 10 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 462 | $282.2M | $4.4M |