Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 224 U.S. retirement plans report holding Vanguard Target Retirement 2050 ]fund in their Schedule of Assets, totaling $1.2B 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $360.3M |
| 2 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $180.8M |
| 3 | ST. LUKE'S HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 20,984 |
| $810.2M |
| $61.6M |
| 4 | PREMIUM BRANDS SERVICES LLC PREMIUM BRANDS SERVICES LLC 401(K) SAVINGS PLAN | MAHWAH NJ | 11,631 | $382.6M | $47.4M |
| 5 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $38.6M |
| 6 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $36.9M |
| 7 | GALDERMA SERVICES, INC. GALDERMA SERVICES, INC. EMPLOYEES' 401(K) AND EMPLOYER CONTRIBUTION PLAN | DALLAS TX | 1,153 | $423.8M | $32.6M |
| 8 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $28.2M |
| 9 | DRIVETIME AUTOMOTIVE GROUP INC DRIVETIME 401(K) PLAN | TEMPE AZ | 5,541 | $161.5M | $24.1M |
| 10 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $21.0M |
