Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $51.2M 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 | RED BULL NORTH AMERICA, INC. RED BULL NORTH AMERICA, INC. RETIREMENT INCOME PLAN | SANTA MONICA CA | 6,312 | $419.6M | $29.7M |
| 2 | FOUNDATION BUILDING MATERIALS, LLC FOUNDATION BUILDING MATERIALS 401(K) PROFIT SHARING PLAN AND TRUST | SANTA ANA CA | 4,938 | $241.9M | $6.6M |
| 3 | INTERNET CORPORATION FOR ASSIGNED NAMES & NUMBERS |
LOS ANGELES CA |
| 326 |
| $143.2M |
| $2.3M |
| 4 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $2.3M |
| 5 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 640 | $90.0M | $1.7M |
| 6 | OPENX TECHNOLOGIES, INC. OPENX TECHNOLOGIES, INC. 401(K) PLAN | PASADENA CA | 200 | $48.6M | $1.3M |
| 7 | MANATT, PHELPS & PHILLIPS, LLP MANATT, PHELPS & PHILLIPS, LLP EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 845 | $430.4M | $1.1M |
| 8 | ANASTASIA BEVERLY HILLS, LLC ANASTASIA BEVERLY HILLS LLC 401(K) PLAN | BEVERLY HILLS CA | 208 | $8.4M | $660K |
| 9 | WORD & BROWN INC. ADMIN., INC. WORD & BROWN 401(K) RETIREMENT PLAN | ORANGE CA | 586 | $93.9M | $597K |
| 10 | PIXELOGIC MEDIA PARTNERS, LLC PIXELOGIC 401(K) PROFIT SHARING PLAN | BURBANK CA | 683 | $42.4M | $549K |
