Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2045 Fund Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $5.4M 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 | CLEARVIEW HEALTHCARE PARTNERS CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN | NEWTON MA | 425 | $45.1M | $1.8M |
| 2 | TEAMDYNAMIX SOLUTIONS LLC TEAMDYNAMIX SOLUTIONS 401(K) PLAN | COLUMBUS OH | 139 | $12.9M | $1.1M |
| 3 | LUMISTRY, INC. LUMISTRY, INC. 401(K) PLAN |
AUSTIN TX |
| 142 |
| $7.6M |
| $1.1M |
| 4 | RSOURCE, LLC DBA KNOWTION HEALTH KNOWTION HEALTH 401(K) PLAN | BOCA RATON FL | 712 | $7.9M | $736K |
| 5 | HOMEWORKS ENERGY INC HOMEWORKS ENERGY, INC. 401(K) PLAN | MEDFORD MA | 601 | $6.4M | $587K |
