Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Target Retirement 2070 Mutual fund N/A in their Schedule of Assets, totaling $428K 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 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN | DUBUQUE IA | 1,316 | $213.9M | $70K |
| 2 | INDUSTRIAL BUILDERS, INC. INDUSTRIAL BUILDERS, INC. RETIREMENT PLAN | FARGO ND | 156 | $30.6M | $66K |
| 3 | ALERUS FINANCIAL |
GRAND FORKS ND |
| 864 |
| $192.1M |
| $55K |
| 4 | BIERY CHEESE COMPANY BIERY CHEESE COMPANY EMPLOYEES PROFIT SHARING PLAN | LOUISVILLE OH | 389 | $20.4M | $36K |
| 5 | SHIMADZU USA MANUFACTURING, INC. SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN | CANBY OR | 154 | $7.0M | $27K |
| 6 | STONERIDGE COMPANIES, LLC STONERIDGE COMPANIES, LLC 401(K) PLAN | FARGO ND | 270 | $32.9M | $27K |
| 7 | MIDWEST VETERINARY SUPPLY, INC. MIDWEST VETERINARY SUPPLY, INC. 401(K) PLAN | LAKEVILLE MN | 893 | $63.3M | $25K |
| 8 | CUTTER HOLDING COMPANY CUTTER AVIATION RETIREMENT SAVINGS PLAN AND TRUST | PHOENIX AZ | 331 | $16.3M | $19K |
| 9 | DENTONS DAVIS BROWN PC DENTONS DAVIS BROWN PC RETIREMENT PLAN | DES MOINES IA | 164 | $77.0M | $12K |
| 10 | RIVER VALLEY BANCORPORATION, INC. PROFIT SHARING PLAN FOR RIVER VALLEY BANCORPORATION, INC. AND RELATED EMPLOYERS | WAUSAU WI | 243 | $31.4M | $12K |
