Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Retirement 2035 Fd I Mutual Fund in their Schedule of Assets, totaling $23.4M 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 | PEDIATRIC EMERGENCY MEDICINE ASSOCIATES, LLC. PEMA 401(K) PLAN | JOHNS CREEK GA | 93 | $74.6M | $7.1M |
| 2 | COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, L.L.C. 401(K) PROFIT SHARING PLAN | ALLENDALE SC | 148 | $18.4M | $4.6M |
| 3 | BLUEHAWK, LLC |
KIRKLAND WA |
| 200 |
| $14.9M |
| $2.1M |
| 4 | GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL CA | 519 | $16.8M | $1.6M |
| 5 | ONPOINT MEDICAL GROUP, LLC ONPOINT MEDICAL GROUP, LLC 401(K) PLAN | HIGHLANDS RANCH CO | 330 | $12.7M | $1.4M |
| 6 | J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN | ROCKLIN CA | 560 | $13.3M | $1.3M |
| 7 | PETOSKEY PLASTICS, INC. PETOSKEY PLASTICS, INC. GOLD MINE 401(K) RETIREMENT SAVINGS PLAN | PETOSKEY MI | 529 | $23.9M | $1.3M |
| 8 | EVOFEM, INC. EVOFEM, INC. 401(K) PLAN | SAN DIEGO CA | 32 | $7.5M | $1.2M |
| 9 | BOBER, MARKEY, FEDOROVICH & COMPANY BOBER, MARKEY, FEDOROVICH & COMPANY THRIFT/INCENTIVE PLAN | AKRON OH | 116 | $26.6M | $1.1M |
| 10 | WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS CO | 4,935 | $9.2M | $737K |
