Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Target Retirement 2035 Investment Fund " in their Schedule of Assets, totaling $32.0M 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 | BORDER STATES INDUSTRIES, INC. BORDER STATES ELECTRIC SUPPLY 401(K) PLAN | FARGO ND | 3,385 | $254.0M | $16.0M |
| 2 | MARIO SINACOLA & SONS EXCAVATING, INC. MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN | FRISCO TX | 972 | $44.1M | $5.7M |
| 3 | BARR BRANDS INTERNATIONAL, INC. |
MEMPHIS TN |
| 385 |
| $24.2M |
| $3.2M |
| 4 | POLYPLEX USA LLC POLYPLEX USA LLC 401(K) PLAN | DECATUR AL | 268 | $9.7M | $1.6M |
| 5 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $1.6M |
| 6 | A-1 FREEMAN MOVING & STORAGE, INC. A-1 FREEMAN MOVING & STORAGE, INC. 401K PLAN | OKLAHOMA CITY OK | 206 | $17.7M | $1.2M |
| 7 | UPCHURCH COMPANIES RETIREMENT, LLC UPCHURCH COMPANIES RETIREMENT, LLC 401(K) PLAN | GREENWOOD MS | 437 | $17.3M | $789K |
| 8 | BAD BOY MOWERS BAD BOY MOWERS 401(K) PLAN | BATESVILLE AR | 923 | $7.9M | $771K |
| 9 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $434K |
| 10 | 3I INFOTECH, INC. 3I INFOTECH, INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN | EDISON NJ | 150 | $8.2M | $248K |
