Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement 2060 Investment Fund " in their Schedule of Assets, totaling $11.5M 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 | BORDER STATES INDUSTRIES, INC. BORDER STATES ELECTRIC SUPPLY 401(K) PLAN | FARGO ND | 3,385 | $254.0M | $4.9M |
| 2 | UPCHURCH COMPANIES RETIREMENT, LLC UPCHURCH COMPANIES RETIREMENT, LLC 401(K) PLAN | GREENWOOD MS | 437 | $17.3M | $2.2M |
| 3 | MARIO SINACOLA & SONS EXCAVATING, INC. |
FRISCO TX |
| 972 |
| $44.1M |
| $1.5M |
| 4 | DANA KEPNER COMPANY, LLC DANA KEPNER COMPANY 401(K) PLAN | DENVER CO | 239 | $21.8M | $667K |
| 5 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $444K |
| 6 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $441K |
| 7 | BAD BOY MOWERS BAD BOY MOWERS 401(K) PLAN | BATESVILLE AR | 923 | $7.9M | $419K |
| 8 | POLYPLEX USA LLC POLYPLEX USA LLC 401(K) PLAN | DECATUR AL | 268 | $9.7M | $320K |
| 9 | HG MS ADMIN, LLC HERRIN-GEAR AUTOPLEX 401(K) PLAN | JACKSON MS | 227 | $6.3M | $247K |
| 10 | BARR BRANDS INTERNATIONAL, INC. BARR BRANDS INTERNATIONAL, INC. 401(K) PLAN | MEMPHIS TN | 385 | $24.2M | $168K |
