Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 250 U.S. retirement plans report holding Vanguard Target Retirement 2050 – Inv Mutual Fund in their Schedule of Assets, totaling $626.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $33.1M |
| 2 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $29.0M |
| 3 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN |
ANCHORAGE AK |
| 5,397 |
| $479.8M |
| $26.1M |
| 4 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $21.7M |
| 5 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $20.6M |
| 6 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $15.9M |
| 7 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $15.6M |
| 8 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $14.6M |
| 9 | MORONGO BAND OF MISSION INDIANS MORONGO BAND OF MISSION INDIANS 401(K) RETIREMENT PLAN | BANNING CA | 2,419 | $84.7M | $13.0M |
| 10 | GUILD EDUCATION, INC. GUILD EDUCATION, INC. 401(K) PLAN | DENVER CO | 859 | $57.9M | $12.2M |
