Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement 2060 Fund Pooled separate account in their Schedule of Assets, totaling $11.1M 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 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $2.0M |
| 2 | SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. 401(K) PLAN | EDINA MN | 152 | $66.0M | $1.1M |
| 3 | HARTZELL INDUSTRIES, INC. |
PIQUA OH |
| 290 |
| $20.4M |
| $679K |
| 4 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $633K |
| 5 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $601K |
| 6 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $583K |
| 7 | CHENMARK HOLDINGS, INC. CHENMARK RETIREMENT SAVINGS 401(K) PLAN | PORTLAND ME | 670 | $10.1M | $549K |
| 8 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $502K |
| 9 | ENCODED THERAPEUTICS, INC. ENCODED THERAPEUTICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 170 | $11.1M | $456K |
| 10 | FUSION TRADE, INC. FUSION TRADE, INC. 401(K) PLAN | BOSTON MA | 133 | $11.6M | $397K |
