Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Target Retirement 2050 Inv Mutual fund in their Schedule of Assets, totaling $27.6M 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 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $6.8M |
| 2 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $2.9M |
| 3 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN |
FRAMINGHAM MA |
| 369 |
| $26.1M |
| $2.8M |
| 4 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $2.8M |
| 5 | DALLAS-PWD, LLC DFW / WEST TEXAS 401(K) | GRAPEVINE TX | 172 | $11.1M | $2.2M |
| 6 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 687 | $48.1M | $1.7M |
| 7 | SPREETAIL, LLC SPREETAIL 401(K) PLAN | LINCOLN NE | 623 | $8.6M | $1.0M |
| 8 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $865K |
| 9 | CIVIL SERVICE EMPLOYEES INSURANCE GROUP CIVIL SERVICE EMPLOYEES INSURANCE GROUP 401(K) PLAN | BEAVERTON OR | 130 | $21.6M | $683K |
| 10 | REMIND101, INC. REMIND101, INC. 401(K) PLAN | SAN RAMON CA | 121 | $5.5M | $648K |
