Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Target Retirement 2070 Fund Mutual funds in their Schedule of Assets, totaling $4.5M 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 | ENGEO INCORPORATED ENGEO INCORPORATED 401(K) PLAN | SAN RAMON CA | 234 | $77.8M | $1.6M |
| 2 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $767K |
| 3 | VIXXO CORPORATION VIXXO CORPORATION 401(K) PLAN |
| 729 |
| $33.8M |
| $720K |
| 4 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $382K |
| 5 | KRUSE WESTERN HOLDINGS, LLC KRUSE WESTERN HOLDINGS, LLC 401(K) AND PROFIT SHARING PLAN | GOSHEN CA | 82 | $13.9M | $171K |
| 6 | GOFUNDME, INC. GOFUNDME 401(K) PLAN | REDWOOD CITY CA | 684 | $61.1M | $153K |
| 7 | REGENCY CENTERS REGENCY CENTERS 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 489 | $165.2M | $122K |
| 8 | DLB ASSOCIATES CONSULTING ENGINEERS, PC DLB ASSOCIATES 401(K) SAVINGS AND INVESTMENT PLAN | NEPTUNE NJ | 324 | $61.1M | $81K |
| 9 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 147 | $47.9M | $74K |
| 10 | SURGICAL SPECIALISTS OF CHARLO SURGICAL SPECIALISTS OF CHARLO 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 83 | $27.7M | $70K |
