Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Vanguard Target Retiremnt 2060 Registered investment company in their Schedule of Assets, totaling $78.7M 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 | GOLDEN STATE FOODS GOLDEN STATE FOODS 401(K) SAVINGS & RETIREMENT PLAN | IRVINE CA | 4,673 | $259.7M | $9.5M |
| 2 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $7.4M |
| 3 | BUZZFEED MEDIA ENTERPRISES, INC. BUZZFEED INC. 401(K) PLAN |
NEW YORK NY |
| 546 |
| $77.3M |
| $7.3M |
| 4 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $6.0M |
| 5 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $5.4M |
| 6 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,186 | $492.2M | $3.8M |
| 7 | HOUSTON ASTROS, LLC HOUSTON ASTROS, LLC 401K SAVINGS PLAN AND TRUST | HOUSTON TX | 521 | $59.2M | $3.5M |
| 8 | ALEXANDER MANN SOLUTIONS CORPORATION ALEXANDER MANN RETIREMENT SAVINGS PLAN | CLEVELAND OH | 760 | $39.7M | $3.4M |
| 9 | COLE, SCOTT & KISSANE, P.A. COLE, SCOTT & KISSANE, PA 401(K) PLAN | MIAMI FL | 1,196 | $59.3M | $3.4M |
| 10 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $2.7M |