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 Fund Mutual fund NR in their Schedule of Assets, totaling $47.4M 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 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $16.2M |
| 2 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $7.0M |
| 3 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC |
ARLINGTON VA |
| 3,654 |
| $76.7M |
| $5.7M |
| 4 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $4.9M |
| 5 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $3.4M |
| 6 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN | ARLINGTON VA | 2,569 | $55.1M | $3.2M |
| 7 | CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP. CTI 401(K) PLAN | CALIFORNIA MD | 170 | $13.3M | $1.9M |
| 8 | INDEX ANALYTICS LLC INDEX ANALYTICS LLC 401(K) PLAN | BALTIMORE MD | 294 | $13.8M | $944K |
| 9 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | BRISBANE CA | 181 | $65.9M | $812K |
| 10 | SABRE SYSTEMS, LLC SABRE SYSTEMS, LLC 401(K) PLAN | WARMINSTER PA | 282 | $49.3M | $789K |
