Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Vanguard Target Retiremnt 2050 Registered investment company in their Schedule of Assets, totaling $235.5M 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 | $23.2M |
| 2 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $21.2M |
| 3 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN |
MALVERN PA |
| 1,186 |
| $492.2M |
| $20.2M |
| 4 | MCFARLAND CLINIC, P.C. MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN | AMES IA | 1,393 | $487.9M | $19.7M |
| 5 | BUZZFEED MEDIA ENTERPRISES, INC. BUZZFEED INC. 401(K) PLAN | NEW YORK NY | 546 | $77.3M | $16.5M |
| 6 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $11.1M |
| 7 | SHERMCO INDUSTRIES, INC. SHERMCO INDUSTRIES, INC. 401(K) PLAN | IRVING TX | 1,083 | $77.2M | $10.8M |
| 8 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $8.9M |
| 9 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $8.2M |
| 10 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC STRATEGIC PETROLEUM RESERVE RETIREMENT AND SAVINGS PLAN | NEW ORLEANS LA | 700 | $214.4M | $7.3M |
