Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Target Retirement 2050 Fund Pooled separate account in their Schedule of Assets, totaling $22.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $2.4M |
| 2 | MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN TX | 208 | $24.8M | $1.6M |
| 3 | SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. 401(K) PLAN |
EDINA MN |
| 152 |
| $66.0M |
| $1.6M |
| 4 | ORGANICGIRL, LLC ORGANICGIRL, LLC TAX DEFERRED SAVINGS PLAN | SALINAS CA | 145 | $24.4M | $1.5M |
| 5 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN | PIQUA OH | 290 | $20.4M | $1.4M |
| 6 | KIMBLE COMPANY KIMBLE COMPANY 401(K) RETIREMENT PLAN | DOVER OH | 242 | $15.2M | $1.4M |
| 7 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $1.4M |
| 8 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $1.3M |
| 9 | CHENMARK HOLDINGS, INC. CHENMARK RETIREMENT SAVINGS 401(K) PLAN | PORTLAND ME | 670 | $10.1M | $1.3M |
| 10 | ENCODED THERAPEUTICS, INC. ENCODED THERAPEUTICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 170 | $11.1M | $1.1M |
