Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 253 U.S. retirement plans report holding Vanguard target retirement 2060 Inv in their Schedule of Assets, totaling $265.0M 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 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $23.5M |
| 2 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 2,040 | $116.1M | $10.4M |
| 3 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. |
LA CROSSE WI |
| 9,660 |
| $2.9B |
| $9.7M |
| 4 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $9.5M |
| 5 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $9.3M |
| 6 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $8.1M |
| 7 | PILGRIM'S PRIDE CORPORATION PILGRIM'S PRIDE RETIREMENT SAVINGS PLAN | GREELEY CO | 39,273 | $478.2M | $7.3M |
| 8 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $6.5M |
| 9 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN | WARRENVILLE IL | 5,714 | $437.5M | $6.1M |
| 10 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN | BETHPAGE NY | 853 | $107.4M | $6.0M |
