Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard Target Retirement 2050 Inv Mutual fund n/a in their Schedule of Assets, totaling $34.5M 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 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $5.0M |
| 2 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $4.3M |
| 3 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN |
LIVINGSTON MT |
| 480 |
| $32.5M |
| $3.1M |
| 4 | ALDEVRON, LLC ALDEVRON RETIREMENT SAVINGS PLAN | FARGO ND | 0 | $0 | $2.2M |
| 5 | SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN | REDMOND WA | 113 | $17.4M | $2.2M |
| 6 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 320 | $32.5M | $1.9M |
| 7 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $1.8M |
| 8 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $1.4M |
| 9 | CALTROL, INC CALTROL, INC. 401K SAVINGS PLAN | LAS VEGAS NV | 307 | $27.3M | $1.2M |
| 10 | ELMWOOD DENTAL GROUP - IMPLANT AND RESTORATION, P.C. ELMWOOD DENTAL GROUP, P.C. PROFIT SHARING 401(K) PLAN | ROCHESTER NY | 114 | $13.4M | $1.2M |
