Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Target Retirement 2060 Mutual funds in their Schedule of Assets, totaling $30.6M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $4.7M |
| 2 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $4.1M |
| 3 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND |
TROY MI |
| 1,369 |
| $101.0M |
| $4.0M |
| 4 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $2.2M |
| 5 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $2.2M |
| 6 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $1.3M |
| 7 | RIGGS DISTLER & COMPANY, INC. RIGGS DISTLER & COMPANY, INC. RETIREMENT PLAN | CHERRY HILL NJ | 258 | $52.7M | $1.3M |
| 8 | EATON CUMMINS AUTOMATED TRANSMISSION TECHNOLOGIES LLP EATON CUMMINS AUTOMATED TRANSMISSION TECHNOLOGIES RETIREMENT PLAN | COLUMBUS IN | 220 | $30.4M | $967K |
| 9 | GRID ALTERNATIVES, INC. GRID ALTERNATIVES, INC. 403(B) PLAN | OAKLAND CA | 321 | $12.8M | $956K |
| 10 | REDAPTIVE, INC. REDAPTIVE, INC. 401(K) PLAN | DENVER CO | 171 | $19.6M | $928K |
