Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Target Retirement 2060 Fund Mutual fund NR in their Schedule of Assets, totaling $13.7M 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 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $4.0M |
| 2 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC PERPETUAL CAPITAL 401(K) PLAN | ARLINGTON VA | 3,654 | $76.7M | $1.9M |
| 3 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING |
RESTON VA |
| 209 |
| $26.3M |
| $1.7M |
| 4 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN | ARLINGTON VA | 2,569 | $55.1M | $1.2M |
| 5 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $918K |
| 6 | SEALING TECHNOLOGIES SEALING TECHNOLOGIES INC 401K PROFIT SHARING PLAN | COLUMBIA MD | 125 | $12.0M | $809K |
| 7 | CLUTCH CO. LLC DBA CLUTCH CLUTCH CO. LLC DBA CLUTCH 401(K) PLAN | WASHINGTON DC | 97 | $8.9M | $755K |
| 8 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN | CHICAGO IL | 668 | $7.7M | $654K |
| 9 | THE DAILY BEAST COMPANY LLC THE DAILY BEAST COMPANY EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 66 | $12.2M | $381K |
| 10 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | BRISBANE CA | 181 | $65.9M | $313K |
