Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 83 U.S. retirement plans report holding Vanguard Target Retirement 2060 Registered investment company in their Schedule of Assets, totaling $95.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY EMPLOYEE RETIREMENT AND SAVINGS PLAN | OMAHA NE | 3,352 | $600.1M | $9.5M |
| 2 | BLEND LABS, INC. BLEND LABS, INC. 401(K) PLAN | SAN FRANCISCO CA | 473 | $71.0M | $8.8M |
| 3 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN |
CLEVELAND OH |
| 783 |
| $76.1M |
| $8.6M |
| 4 | IPG PHOTONICS CORPORATION IPG PHOTONICS CORPORATION 401(K) RETIREMENT PLAN | OXFORD MA | 1,940 | $288.9M | $7.5M |
| 5 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 484 | $131.6M | $6.7M |
| 6 | AGILE SPORTS TECHNOLOGIES, INC. AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LINCOLN NE | 736 | $59.3M | $6.1M |
| 7 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $4.1M |
| 8 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 492 | $91.6M | $3.6M |
| 9 | QUIZLET, INC. QUIZLET, INC. 401(K) PLAN | SAN FRANCISCO CA | 278 | $29.5M | $3.3M |
| 10 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $2.4M |
