Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Vanguard Target Retirement 2060 Mutual fund N/A in their Schedule of Assets, totaling $49.2M 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 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN | DUBUQUE IA | 1,316 | $213.9M | $9.7M |
| 2 | CONFLUENCE HEALTH CONFLUENCE HEALTH 401(K) PLAN | WENATCHEE WA | 3,651 | $697.1M | $9.1M |
| 3 | CEDAR FAIR, L.P. CEDAR FAIR RETIREMENT SAVINGS PLAN |
SANDUSKY OH |
| 3,198 |
| $337.4M |
| $7.4M |
| 4 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC THE CLEVELAND GUARDIANS 401(K) PLAN | CLEVELAND OH | 3,100 | $60.9M | $3.2M |
| 5 | MIDWEST VETERINARY SUPPLY, INC. MIDWEST VETERINARY SUPPLY, INC. 401(K) PLAN | LAKEVILLE MN | 893 | $63.3M | $1.5M |
| 6 | MINN-DAK FARMERS COOPERATIVE MINN-DAK FARMERS COOPERATIVE 401(K) SALARY REDUCTION PLAN & TRUST | WAHPETON ND | 468 | $54.2M | $1.2M |
| 7 | STONERIDGE COMPANIES, LLC STONERIDGE COMPANIES, LLC 401(K) PLAN | FARGO ND | 270 | $32.9M | $1.1M |
| 8 | WESTERN ELECTRICITY COORDINATING COUNCIL WESTERN ELECTRICITY COORDINATING COUNCIL 401(K) PLAN | SALT LAKE CITY UT | 169 | $43.8M | $1.0M |
| 9 | ICP INC. ICP INC. EMPLOYEES RETIREMENT SAVINGS PLAN | GREEN BAY WI | 131 | $16.5M | $895K |
| 10 | BUSHEL INC. BUSHEL INC. 401(K) PLAN | FARGO ND | 120 | $12.5M | $814K |
