Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 953 U.S. retirement plans report holding Vanguard* Target Retirement 2050 Fund in their Schedule of Assets, totaling $5.0B 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 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $316.0M |
| 3 | ROCK HOLDINGS, INC. |
DETROIT MI |
| 15,943 |
| $2.2B |
| $275.2M |
| 4 | C.H. ROBINSON COMPANY, INC. ROBINSON COMPANIES RETIREMENT PLAN | EDEN PRAIRIE MN | 8,285 | $1.8B | $258.3M |
| 5 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $180.8M |
| 6 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $111.4M |
| 7 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $109.7M |
| 8 | EXPAND ENERGY CORPORATION CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN | OKLAHOMA CITY OK | 1,742 | $639.8M | $84.0M |
| 9 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $79.5M |
| 10 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $79.0M |
