Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement 2070 Mutual fund N/A in their Schedule of Assets, totaling $500K 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 | CITIZENS COMMUNITY FEDERAL NATIONAL ASSOCIATION CITIZENS COMMUNITY FEDERAL 401(K) PROFIT SHARING PLAN | EAU CLAIRE WI | 219 | $18.8M | $82K |
| 2 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN | DUBUQUE IA | 1,316 | $213.9M | $70K |
| 3 | INDUSTRIAL BUILDERS, INC. |
FARGO ND |
| 156 |
| $30.6M |
| $66K |
| 4 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $55K |
| 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 | STONEHILL FRANCISCAN SERVICES STONEHILL FRANCISCAN SERVICES 401(K) RETIREMENT PLAN | DUBUQUE IA | 261 | $11.2M | $22K |
| 9 | CUTTER HOLDING COMPANY CUTTER AVIATION RETIREMENT SAVINGS PLAN AND TRUST | PHOENIX AZ | 331 | $16.3M | $19K |
| 10 | DENTONS DAVIS BROWN PC DENTONS DAVIS BROWN PC RETIREMENT PLAN | DES MOINES IA | 164 | $77.0M | $12K |
