Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2060 Fund: Investor Shares Mutual Funds in their Schedule of Assets, totaling $2.7M 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 | WINDSOR FASHIONS, INC. WINDSOR FASHIONS 401(K) SAVINGS PLAN | SANTA FE SPRINGS CA | 974 | $14.8M | $1.6M |
| 2 | HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE NJ | 135 | $6.7M | $456K |
| 3 | PENCOR SERVICES, INC. |
PALMERTON PA |
| 710 |
| $29.0M |
| $292K |
| 4 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $257K |
| 5 | ASSOCIATION MANAGEMENT RESOURCES, INC. ASSOCIATION MANAGEMENT RESOURCES INC. 401(K) RETIREMENT PLAN | LEXINGTON KY | 87 | $9.4M | $79K |
| 6 | MORNING VIEW CARE CENTER COMMUNITY SERVICES MORNING VIEW CARE CENTER 401(K) PLAN | COLUMBUS OH | 220 | $1.6M | $8K |
