Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Vanguard Target Retirement 2030 Mutual funds in their Schedule of Assets, totaling $141.3M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $29.6M |
| 2 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $17.1M |
| 3 | VORYS, SATER, SEYMOUR AND PEASE LLP |
COLUMBUS OH |
| 708 |
| $435.5M |
| $12.8M |
| 4 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND IRON WORKERS LOCAL 17 ANNUITY FUND | TROY MI | 1,369 | $101.0M | $9.1M |
| 5 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $7.6M |
| 6 | KIDS2, LLC KIDS2 RETIREMENT SALARY SAVINGS PLAN | ATLANTA GA | 225 | $45.8M | $6.4M |
| 7 | BAXTER HEALTHCARE OF PUERTO RICO LLC BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,026 | $103.1M | $5.7M |
| 8 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $5.1M |
| 9 | AMERICA'S HEALTH INSURANCE PLANS, INC. AHIP 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 116 | $47.7M | $5.0M |
| 10 | BAXTER HEALTHCARE S.A. BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,272 | $70.5M | $4.7M |
