Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 243 U.S. retirement plans report holding Vanguard Target Retirement 2035 – Inv Mutual Fund in their Schedule of Assets, totaling $687.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $50.9M |
| 2 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $44.4M |
| 3 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 1,859 |
| $504.6M |
| $28.5M |
| 4 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $18.7M |
| 5 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $17.5M |
| 6 | D & H DISTRIBUTING CO. D & H 401(K) PLAN | HARRISBURG PA | 1,483 | $90.2M | $16.4M |
| 7 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $15.5M |
| 8 | MGM RESORTS INTERNATIONAL THE MGM RESORTS 401(K) SAVINGS PLAN | LAS VEGAS NV | 37,717 | $2.2B | $14.4M |
| 9 | RIVIANA FOODS INC. RIVIANA FOODS INC. SAVINGS PLAN AND TRUST | HARRISBURG PA | 1,026 | $90.0M | $14.0M |
| 10 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $13.9M |
