Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding Vanguard Target Retirement 2050 Registered investment company in their Schedule of Assets, totaling $216.4M 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 | NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY EMPLOYEE RETIREMENT AND SAVINGS PLAN | OMAHA NE | 3,352 | $600.1M | $26.6M |
| 2 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 484 | $131.6M | $13.1M |
| 3 | IPG PHOTONICS CORPORATION |
OXFORD MA |
| 1,940 |
| $288.9M |
| $12.8M |
| 4 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $12.0M |
| 5 | BLEND LABS, INC. BLEND LABS, INC. 401(K) PLAN | SAN FRANCISCO CA | 473 | $71.0M | $10.5M |
| 6 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $9.1M |
| 7 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $8.5M |
| 8 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 492 | $91.6M | $8.2M |
| 9 | AGILE SPORTS TECHNOLOGIES, INC. AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LINCOLN NE | 736 | $59.3M | $7.9M |
| 10 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $6.9M |
