Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Vanguard Target Retiremnt 2030 Registered investment company in their Schedule of Assets, totaling $314.8M 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 | 1,216 | $540.6M | $35.8M |
| 2 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,186 | $492.2M | $35.0M |
| 3 | FOUNDATION BUILDING MATERIALS, LLC FOUNDATION BUILDING MATERIALS 401(K) PROFIT SHARING PLAN AND TRUST |
SANTA ANA CA |
| 4,938 |
| $241.9M |
| $33.8M |
| 4 | HOSPICE OF THE VALLEY HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) | PHOENIX AZ | 1,838 | $130.0M | $20.0M |
| 5 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $18.1M |
| 6 | LMI AEROSPACE, INC. LMI AEROSPACE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | ST CHARLES MO | 1,218 | $89.3M | $14.8M |
| 7 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $13.7M |
| 8 | ERGOTRON, INC. ERGOTRON 401(K) SAVINGS PLAN | EAGAN MN | 625 | $106.9M | $13.0M |
| 9 | NEUROSURGICAL ASSOCIATES, LTD NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN | PHOENIX AZ | 269 | $62.5M | $11.5M |
| 10 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $11.5M |
