Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Target Retirement 2060 Inv Registered investment companies in their Schedule of Assets, totaling $11.9M 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 | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $6.9M |
| 2 | KAUFMAN, ROSSIN & CO., P.A. KAUFMAN ROSSIN 401(K) PLAN | MIAMI FL | 570 | $91.8M | $1.7M |
| 3 | BIG 'I' RETIREMENT SERVICES LLC |
ALEXANDRIA VA |
| 691 |
| $137.7M |
| $1.1M |
| 4 | SOUTHERN OREGON ORTHOPEDICS, INC. SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN | MEDFORD OR | 268 | $26.8M | $658K |
| 5 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN | MONTEREY CA | 163 | $11.4M | $523K |
| 6 | MANSON WESTERN, LLC MANSON WESTERN, LLC 401(K) PROFIT SHARING PLAN | TORRANCE CA | 154 | $19.8M | $379K |
| 7 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $225K |
| 8 | CENTRAL REGION COOPERATIVE CENTRAL REGION COOPERATIVE 401(K) PLAN | MINNESOTA MN | 169 | $23.6M | $214K |
| 9 | YACULTA COMPANIES, INC. YACULTA COMPANIES, INC. PROFIT SHARING PLAN & 401(K) PLAN | VANCOUVER WA | 266 | $34.7M | $151K |
| 10 | NUWAY-K&H COOPERATIVE NUWAY-K&H COOPERATIVE 401(K) PLAN | TRIMONT MN | 142 | $18.8M | $76K |
