Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2050 Investment in their Schedule of Assets, totaling $4.9M 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 | BOULDER VALLEY GASTROENTEROLOGY, INC. BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN | LOUISVILLE CO | 249 | $14.1M | $1.4M |
| 2 | LOCKHEED MARTIN GLOBAL, INC. LOCKHEED MARTIN SAVINGS PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA MD | 492 | $12.0M | $1.3M |
| 3 | J. F. SOBIESKI MECHANICAL CONTRACTORS, INC. |
NEWARK DE |
| 362 |
| $15.4M |
| $996K |
| 4 | THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH FL | 373 | $47.2M | $677K |
| 5 | MCMAHON TIRE SERVICE, INC. MCMAHON TIRE SERVICE, INC. RETIREMENT PLAN | FORT WAYNE IN | 151 | $4.2M | $380K |
| 6 | TAYLOR KING FURNITURE, INC. TAYLOR KING FURNITURE, INC. 401(K) PLAN | TAYLORSVILLE NC | 174 | $5.7M | $149K |