Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Vanguard Target Retirement 2070 Inv. Mutual fund in their Schedule of Assets, totaling $3.7M 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 | SUMITOMO RUBBER USA, LLC SUMITOMO RUBBER USA, LLC EMPLOYEE SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES | BUFFALO NY | 70 | $140.2M | $819K |
| 2 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $617K |
| 3 | POINTCLICKCARE TECHNOLOGIES USA CORP. |
SOUTH JORDAN UT |
| 1,062 |
| $94.0M |
| $274K |
| 4 | ECMC GROUP, INC. ECMC GROUP 401(K) PLAN | MINNEAPPOLIS MN | 419 | $190.2M | $230K |
| 5 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $221K |
| 6 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD MS | 513 | $59.8M | $140K |
| 7 | ICR, LLC ICR, LLC 401(K) PLAN | NORWALK CT | 343 | $60.5M | $127K |
| 8 | SUMITOMO RUBBER USA, LLC SUMITOMO RUBBER USA LLC EMPLOYEE SAVINGS PLAN FOR SALARIED EMPLOYEES | BUFFALO NY | 288 | $69.0M | $119K |
| 9 | HEADSPACE, INC. HEADSPACE 401(K) PLAN | SANTA MONICA CA | 718 | $59.1M | $117K |
| 10 | S&K TECHNOLOGIES, INC. S&K TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST. IGNATIUS MT | 719 | $59.0M | $105K |
