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 Inv Fund Registered investment company in their Schedule of Assets, totaling $14.0M 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 | HOLLAND RESIDENTIAL, LLC HOLLAND RESIDENTIAL, LLC 401(K) PLAN | VANCOUVER WA | 758 | $68.7M | $9.8M |
| 2 | SUNS LEGACY PARTNERS PHOENIX SUNS 401(K) SALARY SAVINGS PLAN | PHOENIX AZ | 475 | $41.8M | $2.4M |
| 3 | ARBORGEN INC. ARBORGEN 401(K) PROFIT SHARING PLAN |
SUMMERVILLE SC |
| 106 |
| $15.7M |
| $885K |
| 4 | PROGRESSIVE FOAM TECHNOLOGIES, INC. PROGRESSIVE FOAM TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | BEACH CITY OH | 191 | $13.3M | $421K |
| 5 | CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN | ARCATA CA | 353 | $14.4M | $417K |
