Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Target Retirement 2060 Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $72.2M 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 | ZOOM VIDEO COMMUNICATIONS, INC. ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUST | SAN JOSE CA | 3,593 | $379.0M | $22.8M |
| 2 | LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK CA | 6,273 | $219.3M | $17.0M |
| 3 | CLEARWAY ENERGY GROUP LLC CLEARWAY ENERGY GROUP LLC EMPLOYEE SAVINGS PLAN |
SAN FRANCISCO CA |
| 892 |
| $151.2M |
| $7.1M |
| 4 | NEIGHBORHEALTH NEIGHBORHEALTH 401(K) PLAN | EAST BOSTON MA | 1,353 | $80.7M | $3.5M |
| 5 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $3.4M |
| 6 | ILLUMIO, INC. ILLUMIO 401(K) PLAN | SUNNYVALE CA | 536 | $55.4M | $2.5M |
| 7 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $2.5M |
| 8 | THE ESAB GROUP, INC. THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | NORTH BETHESDA MD | 1,161 | $222.0M | $2.3M |
| 9 | PROMETHEUS REAL ESTATE GROUP, INC. PROMETHEUS REAL ESTATE GROUP, INC. 401(K) PLAN | SAN MATEO CA | 504 | $69.1M | $2.1M |
| 10 | CMS OPERATIONS, LLC CMS OPERATIONS, LLC 401(K) PLAN | ST. LOUIS MO | 547 | $15.7M | $1.2M |
