Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2060 Mutual funds N/A in their Schedule of Assets, totaling $4.1M 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 | CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION TAX SHELTERED ANNUITY PLAN | WENATCHEE WA | 1,648 | $141.7M | $3.0M |
| 2 | APPLIED ENGINEERING, INC. APPLIED ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | FARGO ND | 83 | $18.8M | $965K |
| 3 | NOVELLE HEALTH, LLC |
OLDSMAR FL |
| 288 |
| $29.4M |
| $111K |
| 4 | POLO CUSTOM PRODUCTS POLO CUSTOM PRODUCTS 401(K) PLAN | TOPEKA KS | 311 | $11.5M | $57K |