Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Vanguard Target Retirement 2035 Inv Mutual funds in their Schedule of Assets, totaling $223.3M 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 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $74.9M |
| 2 | H. LEE MOFFITT CANCER CENTER H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN | TAMPA FL | 9,939 | $504.7M | $47.4M |
| 3 | CHARLOTTE PIPE AND FOUNDRY COMPANY |
CHARLOTTE NC |
| 1,819 |
| $284.5M |
| $15.6M |
| 4 | WM. BOLTHOUSE FARMS, INC. DBA GENEROUS BRANDS BOLTHOUSE FARMS, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 2,414 | $89.0M | $12.7M |
| 5 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $8.6M |
| 6 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS UNION RETIREMENT PLAN | HOUSTON TX | 766 | $89.5M | $6.5M |
| 7 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN | PHILADELPHIA PA | 173 | $102.7M | $6.3M |
| 8 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $4.9M |
| 9 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $4.8M |
| 10 | THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON NY | 1,017 | $103.1M | $3.2M |
