Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 216 U.S. retirement plans report holding Vanguard Target Retirement 2060 Fund -- in their Schedule of Assets, totaling $460.7M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $141.5M |
| 2 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $74.7M |
| 3 | ST. LUKE'S HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 20,984 |
| $810.2M |
| $32.1M |
| 4 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $11.8M |
| 5 | PREMIUM BRANDS SERVICES LLC PREMIUM BRANDS SERVICES LLC 401(K) SAVINGS PLAN | MAHWAH NJ | 11,631 | $382.6M | $10.9M |
| 6 | DRIVETIME AUTOMOTIVE GROUP INC DRIVETIME 401(K) PLAN | TEMPE AZ | 5,541 | $161.5M | $9.5M |
| 7 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $9.3M |
| 8 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $8.4M |
| 9 | BIO-TECHNE CORPORATION BIO-TECHNE CORPORATION AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | MINNEAPOLIS MN | 2,226 | $355.1M | $8.0M |
| 10 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER IL | 9,692 | $285.3M | $7.5M |
