Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Target Retirement 2035 Pooled separate account in their Schedule of Assets, totaling $23.2M 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 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $5.4M |
| 2 | THRIVE OPERATIONS, LLC THRIVE OPERATIONS, LLC 401(K) PLAN | FOXBORO MA | 849 | $55.0M | $4.5M |
| 3 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN |
OMAHA NE |
| 842 |
| $15.1M |
| $2.6M |
| 4 | AAA SOUTH JERSEY, INC. AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN | VOORHEES NJ | 114 | $11.8M | $1.7M |
| 5 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $1.4M |
| 6 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $1.2M |
| 7 | JAJ ROOFING DBA CITADEL ROOFING AND SOLAR CITADEL ROOFING AND SOLAR 401(K) PLAN | VACAVILLE CA | 855 | $9.5M | $1.2M |
| 8 | ARCHERPOINT TRANSACTION HOLDCO, INC. ARCHERPOINT EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | LOGANVILLE GA | 71 | $36.8M | $959K |
| 9 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $731K |
| 10 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN | CLEVELAND OH | 172 | $4.2M | $577K |
