Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 236 U.S. retirement plans report holding Vanguard Target Retirement 2060 – Inv Mutual Fund in their Schedule of Assets, totaling $263.7M 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 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $20.0M |
| 2 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $17.4M |
| 3 | MEDITERRANEAN SHIPPING COMPANY USA, INC. MSC (USA) HOLDINGS RETIREMENT PLAN |
NEW YORK NY |
| 1,574 |
| $188.4M |
| $11.0M |
| 4 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $9.6M |
| 5 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $9.4M |
| 6 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $7.2M |
| 7 | HEADSPACE, INC. HEADSPACE 401(K) PLAN | SANTA MONICA CA | 718 | $59.1M | $6.7M |
| 8 | SKYDIO INC. FORUS 401(K) | REDWOOD CITY CA | 731 | $31.4M | $4.6M |
| 9 | MORONGO BAND OF MISSION INDIANS MORONGO BAND OF MISSION INDIANS 401(K) RETIREMENT PLAN | BANNING CA | 2,419 | $84.7M | $4.2M |
| 10 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $4.0M |
