Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2035 Shares of registered investment companies in their Schedule of Assets, totaling $7.6M 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 | CATLIN GABEL SCHOOL CATLIN GABEL SCHOOL RETIREMENT PLAN | PORTLAND OR | 222 | $52.5M | $4.3M |
| 2 | APRIORI TECHNOLOGIES, INC. APRIORI TECHNOLOGIES, INC. 401K PLAN | CONCORD MA | 136 | $22.5M | $2.4M |
| 3 | POINT MONITOR CORPORATION POINT MONITOR CORPORATION 401(K) PLAN |
LAKE OSWEGO OR |
| 154 |
| $11.7M |
| $505K |
| 4 | BETTY LOU'S, INC. BETTY LOU'S, INC. 401(K) PLAN | MCMINNVILLE OR | 32 | $1.8M | $383K |
