Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Target Retirement 2035 Mutual fund (1) in their Schedule of Assets, totaling $19.9M 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 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN | KING OF PRUSSIA PA | 1,197 | $51.8M | $5.9M |
| 2 | SLAVIC INTEGRATED ADMINISTRATION INC. VENSURE RETIREMENT PLAN | BOCA RATON FL | 2,812 | $28.5M | $2.3M |
| 3 | SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN |
WICHITA KS |
| 982 |
| $35.0M |
| $2.1M |
| 4 | AMERICHEM, INC. AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CUYAHOGA FALLS OH | 543 | $84.9M | $1.7M |
| 5 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP | BOCA RATON FL | 2,840 | $49.1M | $1.5M |
| 6 | PLAYFLY, LLC PLAYFLY, LLC 401(K) PLAN | BERWYN PA | 643 | $32.4M | $1.1M |
| 7 | DOLLAR FINANCIAL GROUP, INC. DOLLAR FINANCIAL GROUP RETIREMENT PLAN | BERWYN PA | 317 | $26.5M | $994K |
| 8 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | PALM HARBOR FL | 533 | $12.3M | $851K |
| 9 | KEYSTONE HR LLC KEYSTONE HR LLC RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 253 | $8.6M | $816K |
| 10 | ALLIED PHYSICIANS SURGERY CENTER, LLC ALLIED PHYSICIANS SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN | SOUTH BEND IN | 126 | $12.7M | $657K |
