Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Vanguard Target Retirement 2060 Inv Mutual funds in their Schedule of Assets, totaling $60.0M 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 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $15.7M |
| 2 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $10.6M |
| 3 | H. LEE MOFFITT CANCER CENTER |
TAMPA FL |
| 9,939 |
| $504.7M |
| $8.1M |
| 4 | WM. BOLTHOUSE FARMS, INC. DBA GENEROUS BRANDS BOLTHOUSE FARMS, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 2,414 | $89.0M | $2.5M |
| 5 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $2.4M |
| 6 | THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON NY | 1,017 | $103.1M | $2.4M |
| 7 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $2.2M |
| 8 | WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN | WOODS HOLE MA | 1,466 | $268.6M | $1.4M |
| 9 | CPX INTERACTIVE DBA DIGITAL REMEDY DIGITAL REMEDY 401K PLAN | NEW YORK NY | 106 | $13.4M | $1.1M |
| 10 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS UNION RETIREMENT PLAN | HOUSTON TX | 766 | $89.5M | $1.0M |
