Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 918 U.S. retirement plans report holding Vanguard* Target Retirement 2060 Fund in their Schedule of Assets, totaling $1.9B 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 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $137.6M |
| 3 | VANDERBILT UNIVERSITY MEDICAL CENTER |
NASHVILLE TN |
| 37,327 |
| $4.7B |
| $110.7M |
| 4 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $74.7M |
| 5 | PAYCOM PAYROLL, LLC PAYCOM 401(K) PLAN | OKLAHOMA CITY OK | 7,073 | $322.4M | $62.6M |
| 6 | C.H. ROBINSON COMPANY, INC. ROBINSON COMPANIES RETIREMENT PLAN | EDEN PRAIRIE MN | 8,285 | $1.8B | $50.5M |
| 7 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $44.5M |
| 8 | DATADOG, INC. DATADOG 401(K) PLAN | NEW YORK NY | 3,948 | $300.8M | $36.6M |
| 9 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 403(B) PLAN | ALLENTOWN PA | 20,984 | $810.2M | $32.1M |
| 10 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN | NEW YORK NY | 1,342 | $719.2M | $31.9M |
