Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Target Retirement 2030 Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $84.5M 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 | ZOOM VIDEO COMMUNICATIONS, INC. ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUST | SAN JOSE CA | 3,593 | $379.0M | $13.2M |
| 2 | THE ESAB GROUP, INC. THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | NORTH BETHESDA MD | 1,161 | $222.0M | $12.7M |
| 3 | CLEARWAY ENERGY GROUP LLC |
SAN FRANCISCO CA |
| 892 |
| $151.2M |
| $9.4M |
| 4 | LLOG EXPLORATION COMPANY, L.L.C. LLOG EXPLORATION COMPANY, L.L.C. 401(K) & PROFIT SHARING PLAN | COVINGTON LA | 148 | $79.5M | $7.0M |
| 5 | CNOOC ENERGY U.S.A. LLC CNOOC 401(K) SAVINGS AND PENSION PLAN | HOUSTON TX | 75 | $73.9M | $5.1M |
| 6 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $4.9M |
| 7 | PROMETHEUS REAL ESTATE GROUP, INC. PROMETHEUS REAL ESTATE GROUP, INC. 401(K) PLAN | SAN MATEO CA | 504 | $69.1M | $4.7M |
| 8 | ILLUMIO, INC. ILLUMIO 401(K) PLAN | SUNNYVALE CA | 536 | $55.4M | $4.0M |
| 9 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $2.5M |
| 10 | KARMA AUTOMOTIVE, INC. KARMA AUTOMOTIVE, INC. RETIREMENT PLAN | IRVINE CA | 249 | $34.6M | $2.5M |
