Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2045 Mutual funds N/A in their Schedule of Assets, totaling $16.2M 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 | CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION TAX SHELTERED ANNUITY PLAN | WENATCHEE WA | 1,648 | $141.7M | $14.0M |
| 2 | NOVELLE HEALTH, LLC NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN | OLDSMAR FL | 288 | $29.4M | $1.7M |
| 3 | POLO CUSTOM PRODUCTS |
TOPEKA KS |
| 311 |
| $11.5M |
| $590K |
