Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Target Retirement 2045 Inv Mutual fund in their Schedule of Assets, totaling $40.2M 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 | UNCOMMON SCHOOLS, INC. UNCOMMON SCHOOLS, INC. 403(B) PLAN | NEW YORK NY | 2,150 | $84.9M | $8.3M |
| 2 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $7.6M |
| 3 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN |
SEATTLE WA |
| 650 |
| $81.1M |
| $4.6M |
| 4 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $3.0M |
| 5 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 687 | $48.1M | $2.4M |
| 6 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $2.4M |
| 7 | CASPER ORTHOPAEDIC ASSOCIATES, PC CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | CASPER WY | 93 | $20.6M | $1.8M |
| 8 | ACCESS REHAB CENTERS, LLC ACCESS REHAB CENTERS, LLC 401(K) PLAN | WATERBURY CT | 195 | $16.7M | $1.2M |
| 9 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $1.0M |
| 10 | SPREETAIL, LLC SPREETAIL 401(K) PLAN | LINCOLN NE | 623 | $8.6M | $908K |
