Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Target Retirement 2030 fund N/R in their Schedule of Assets, totaling $72.7M 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 | OGLETHORPE POWER CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) OGLETHORPE POWER CORPORATION RETIREMENT PLAN | TUCKER GA | 381 | $228.1M | $14.6M |
| 2 | CLIMATEC, LLC CLIMATEC EMPLOYEE SAVINGS PLAN | PHOENIX AZ | 1,229 | $118.4M | $9.6M |
| 3 | WP BEVERAGES, LLC WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
WINDSOR WI |
| 695 |
| $74.2M |
| $7.1M |
| 4 | WIS-PAK, INC. WIS-PAK, INC. PROFIT SHARING AND SAVINGS PLAN | WATERTOWN WI | 970 | $129.2M | $5.8M |
| 5 | ROSECRANCE HEALTH NETWORK ROSECRANCE 401(K) SAVINGS PLAN | ROCKFORD IL | 652 | $54.0M | $5.2M |
| 6 | GEORGIA TRANSMISSION CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) GEORGIA TRANSMISSION CORPORATION RETIREMENT PLAN | TUCKER GA | 341 | $246.2M | $4.7M |
| 7 | THE BOARD OF TRUSTEES OF THE NATIONAL PRODUCTION WORKERS SEVERAN NATIONAL PRODUCTION WORKERS UNION 401K RETIREMENT | DOWNERS GROVE IL | 720 | $25.0M | $3.8M |
| 8 | GEORGIA SYSTEM OPERATIONS CORPORATION GEORGIA SYSTEM OPERATIONS CORPORATION RETIREMENT PLAN | TUCKER GA | 281 | $180.0M | $3.8M |
| 9 | BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER PA | 214 | $32.2M | $3.1M |
| 10 | INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN | PHILADELPHIA PA | 865 | $30.2M | $3.0M |
