Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retiremnt 2070 Mutual Fund in their Schedule of Assets, totaling $356K 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 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $261K |
| 2 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $28K |
| 3 | LOGIC 20/20 INC LOGIC 20/20 401K PROFIT SHARING PLAN AND TRUST |
SEATTLE WA |
| 166 |
| $20.7M |
| $28K |
| 4 | BARRACUDA NETWORKS, INCORPORATED BARRACUDA NETWORKS 401(K) PLAN | CAMPBELL CA | 888 | $134.4M | $18K |
| 5 | SWA GROUP SWA GROUP PROFIT SHARING AND SAVINGS PLAN | SAUSALITO CA | 215 | $89.0M | $11K |
| 6 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST | PRESTON WA | 461 | $44.0M | $10K |
| 7 | SUSMAN GODFREY L.L.P. SUSMAN GODFREY 401(K)/RETIREMENT SAVINGS PLAN | HOUSTON TX | 365 | $229.8M | $1K |
