Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Target Retirement 2050 Inv Registered investment company in their Schedule of Assets, totaling $9.8M 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 | WOODLAND PULP LLC WOODLAND MILL HOURLY 401(K) PLAN | BAILEYVILLE ME | 337 | $44.2M | $2.2M |
| 2 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $2.1M |
| 3 | WOODLAND PULP LLC WOODLAND MILL SALARIED 401(K) PLAN |
BAILEYVILLE ME |
| 109 |
| $28.3M |
| $2.1M |
| 4 | ROCKWELL AUTOMATION, INC. KALYPSO 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 0 | $0 | $1.4M |
| 5 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,235 | $41.1M | $931K |
| 6 | SHEFA SCHOOL SHEFA SCHOOL 403(B) PLAN | NEW YORK NY | 120 | $6.7M | $580K |
| 7 | FIELDSTACK, LLC FIELDSTACK, LLC 401(K) PLAN | PORTLAND ME | 25 | $1.7M | $228K |
| 8 | VANTRAN INDUSTRIES, INC. DBA VANTRAN TRANSFORMERS VANTRAN INDUSTRIES, INC. RETIREMENT TRUST | WACO TX | 132 | $2.5M | $133K |
| 9 | KEISER CORPORATION KEISER CORPORATION 401(K) PROFIT SHARING PLAN | FRESNO CA | 159 | $13.5M | $85K |
| 10 | WISCONIC INC. WISCONIC INC. EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN | ELROY WI | 90 | $1.9M | $61K |
