Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Vanguard Target Retiremnt 2025 Registered investment company in their Schedule of Assets, totaling $150.4M 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 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,186 | $492.2M | $26.0M |
| 2 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $23.8M |
| 3 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN |
RICHMOND VA |
| 2,273 |
| $178.6M |
| $15.7M |
| 4 | HOSPICE OF THE VALLEY HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) | PHOENIX AZ | 1,838 | $130.0M | $12.7M |
| 5 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC STRATEGIC PETROLEUM RESERVE RETIREMENT AND SAVINGS PLAN | NEW ORLEANS LA | 700 | $214.4M | $10.8M |
| 6 | JOHNSTONE SUPPLY, LLC. JOHNSTONE SUPPLY, LLC. EMPLOYEE RETIREMENT PLAN | PORTLAND OR | 999 | $83.4M | $7.1M |
| 7 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $6.9M |
| 8 | MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 299 | $121.7M | $5.6M |
| 9 | THE M. K. MORSE COMPANY THE M. K. MORSE COMPANY RETIREMENT SAVINGS PLAN | CANTON OH | 381 | $34.7M | $5.3M |
| 10 | WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE WA | 83 | $51.5M | $4.9M |
