Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Target Retirement 2050 Investment Fund " in their Schedule of Assets, totaling $34.6M 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 | BORDER STATES INDUSTRIES, INC. BORDER STATES ELECTRIC SUPPLY 401(K) PLAN | FARGO ND | 3,385 | $254.0M | $22.0M |
| 2 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $3.9M |
| 3 | MARIO SINACOLA & SONS EXCAVATING, INC. MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN |
FRISCO TX |
| 972 |
| $44.1M |
| $2.8M |
| 4 | HG MS ADMIN, LLC HERRIN-GEAR AUTOPLEX 401(K) PLAN | JACKSON MS | 227 | $6.3M | $996K |
| 5 | 3I INFOTECH, INC. 3I INFOTECH, INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN | EDISON NJ | 150 | $8.2M | $940K |
| 6 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $674K |
| 7 | DANA KEPNER COMPANY, LLC DANA KEPNER COMPANY 401(K) PLAN | DENVER CO | 239 | $21.8M | $660K |
| 8 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $632K |
| 9 | UNITED WAY OF GREATER ST. LOUIS, INC. 403(B) PLAN FOR UNITED WAY OF GREATER ST. LOUIS, INC. | ST. LOUIS MO | 132 | $9.7M | $589K |
| 10 | A-1 FREEMAN MOVING & STORAGE, INC. A-1 FREEMAN MOVING & STORAGE, INC. 401K PLAN | OKLAHOMA CITY OK | 206 | $17.7M | $582K |
