Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 222 U.S. retirement plans report holding Vanguard Target Retirement 2045 – Inv Mutual Fund in their Schedule of Assets, totaling $601.2M 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 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $37.8M |
| 2 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $35.8M |
| 3 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION |
BALTIMORE MD |
| 8,350 |
| $793.4M |
| $32.7M |
| 4 | MEDITERRANEAN SHIPPING COMPANY USA, INC. MSC (USA) HOLDINGS RETIREMENT PLAN | NEW YORK NY | 1,574 | $188.4M | $18.1M |
| 5 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $17.7M |
| 6 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $15.4M |
| 7 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $13.0M |
| 8 | ECMC GROUP, INC. ECMC GROUP 401(K) PLAN | MINNEAPPOLIS MN | 419 | $190.2M | $12.3M |
| 9 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $11.6M |
| 10 | MGM RESORTS INTERNATIONAL THE MGM RESORTS 401(K) SAVINGS PLAN | LAS VEGAS NV | 37,717 | $2.2B | $11.2M |
