Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Vanguard Target Retirement 2030 Fund Mutual funds in their Schedule of Assets, totaling $200.4M 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 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $34.7M |
| 2 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $23.0M |
| 3 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN |
CHANDLER AZ |
| 9,352 |
| $309.9M |
| $21.8M |
| 4 | VALUE DRUG COMPANY VALUE DRUG COMPANY 401(K) PROFIT-SHARING PLAN | DUNCANSVILLE PA | 218 | $45.2M | $8.1M |
| 5 | USHIO AMERICA, INC. USHIO AMERICA AND CHRISTIE DIGITAL SAVINGS AND RETIREMENT PLAN | CYPRESS CA | 496 | $137.9M | $8.0M |
| 6 | APPLE BANK APPLE BANK FOR SAVINGS 401(K) PLAN | NEW YORK NY | 1,308 | $171.0M | $6.3M |
| 7 | LITTLEJOHN & CO., LLC LITTLEJOHN & CO., LLC 401(K) PROFIT SHARING PLAN | GREENWICH CT | 86 | $55.7M | $5.8M |
| 8 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN | SAN RAFAEL CA | 333 | $66.5M | $5.7M |
| 9 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA MD | 99 | $34.6M | $5.6M |
| 10 | REGENCY CENTERS REGENCY CENTERS 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 489 | $165.2M | $5.4M |
