Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 941 U.S. retirement plans report holding Vanguard* Target Retirement 2030 Fund in their Schedule of Assets, totaling $5.3B 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $387.1M |
| 2 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $294.1M |
| 3 | MCLAREN HEALTH CARE CORP. |
GRAND BLANC MI |
| 18,139 |
| $1.9B |
| $157.8M |
| 4 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $142.5M |
| 5 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $137.9M |
| 6 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $128.5M |
| 7 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $117.3M |
| 8 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $82.6M |
| 9 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $70.3M |
| 10 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 403(B) PLAN | ALLENTOWN PA | 20,984 | $810.2M | $65.4M |