Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Target Retirement 2030 Fund Pooled separate account in their Schedule of Assets, totaling $28.0M 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 | ORGANICGIRL, LLC ORGANICGIRL, LLC TAX DEFERRED SAVINGS PLAN | SALINAS CA | 145 | $24.4M | $3.7M |
| 2 | FURMAN FOODS, INC. FURMAN FOODS, INC. 401(K) PROFIT SHARING PLAN | NORTHUMBERLAND PA | 301 | $22.2M | $3.4M |
| 3 | SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. 401(K) PLAN |
EDINA MN |
| 152 |
| $66.0M |
| $3.2M |
| 4 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $3.2M |
| 5 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $1.7M |
| 6 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $1.4M |
| 7 | MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN TX | 208 | $24.8M | $1.2M |
| 8 | KIMBLE COMPANY KIMBLE COMPANY 401(K) RETIREMENT PLAN | DOVER OH | 242 | $15.2M | $1.2M |
| 9 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN | PIQUA OH | 290 | $20.4M | $1.0M |
| 10 | FOREVER ORANGE, LLC FOREVER ORANGE 401(K) PLAN | HOUSTON TX | 418 | $5.5M | $1.0M |
