Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Target Retirement 2050 Inv Fund Mutual fund in their Schedule of Assets, totaling $75.8M 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 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $27.5M |
| 2 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP RETIREMENT SAVINGS PLAN I | TARRYTOWN NY | 871 | $239.9M | $14.0M |
| 3 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN II |
TARRYTOWN NY |
| 931 |
| $88.0M |
| $10.7M |
| 4 | EMBURSE, INC. EMBURSE 401(K) PLAN | DALLAS TX | 415 | $48.3M | $6.6M |
| 5 | TEXAS DOW EMPLOYEES CREDIT UNION TEXAS DOW EMPLOYEES CREDIT UNION 401(K) PLAN | LAKE JACKSON TX | 859 | $80.4M | $6.2M |
| 6 | AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS MO | 530 | $77.7M | $4.8M |
| 7 | THE SUDDATH COMPANIES THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,719 | $89.9M | $1.6M |
| 8 | CLEARDATA NETWORKS, INC. CLEARDATA NETWORKS, INC. 401(K) PLAN | AUSTIN TX | 132 | $9.0M | $987K |
| 9 | BELL-CARTER FOODS, LLC. BELL-CARTER FOODS, LLC EMPLOYEE RETIREMENT PLAN | WALNUT CREEK CA | 211 | $37.8M | $933K |
| 10 | SACRAMENTO NATIVE AMERICAN HEALTH CENTER, INC. SACRAMENTO NATIVE AMERICAN HEALTH CENTER 403(B) PLAN | SACRAMENTO CA | 206 | $6.3M | $848K |
