Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Vanguard Target Retirement 2035 Inv Registered investment company in their Schedule of Assets, totaling $147.0M 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 | COOPER HATCHERY, INC. COOPER FARMS RETIREMENT PLAN | OAKWOOD OH | 1,692 | $130.0M | $21.7M |
| 2 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN | PLACERVILLE CA | 1,486 | $160.7M | $15.7M |
| 3 | YANMAR AMERICA CORPORATION YANMAR GROUP 401(K) SAVINGS PLAN |
ADAIRSVILLE GA |
| 984 |
| $73.2M |
| $7.9M |
| 4 | OREGON ONCOLOGY SPECIALISTS, LLP OREGON SPECIALTY GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 227 | $38.2M | $7.2M |
| 5 | BRANDES INVESTMENT PARTNERS, L.P. BRANDES INVESTMENT PARTNERS, L.P. 401(K) PLAN | LA JOLLA CA | 143 | $278.9M | $7.1M |
| 6 | LIFE FLIGHT NETWORK, LLC LIFE FLIGHT NETWORK, LLC 401(K) PLAN | AURORA OR | 887 | $99.1M | $6.8M |
| 7 | DAYBREAK GAME COMPANY, LLC DAYBREAK GAME COMPANY 401(K) PLAN | SAN DIEGO CA | 295 | $44.7M | $6.1M |
| 8 | CARDIAC STUDY CENTER, INC. P.S. CARDIAC STUDY CENTER, INC. P.S. 401(K) PROFIT SHARING PLAN | TACOMA WA | 349 | $36.4M | $6.1M |
| 9 | EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA CA | 354 | $107.7M | $5.7M |
| 10 | AVAMERE HEALTH SERVICES, LLC AVAMERE HEALTH SERVICES 401(K) PLAN | WILSONVILLE OR | 8,933 | $32.3M | $4.9M |
