Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Target Retiremnt 2070 Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $1.2M |
| 2 | BEST & FLANAGAN LLP BEST & FLANAGAN LLP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 80 | $68.7M | $761K |
| 3 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC |
NEW ORLEANS LA |
| 700 |
| $214.4M |
| $206K |
| 4 | JOHNSTONE SUPPLY, LLC. JOHNSTONE SUPPLY, LLC. EMPLOYEE RETIREMENT PLAN | PORTLAND OR | 999 | $83.4M | $177K |
| 5 | BERNHARDT FURNITURE COMPANY BERNHARDT FURNITURE COMPANY RETIREMENT PLAN | LENOIR NC | 1,105 | $57.7M | $137K |
| 6 | BUZZFEED MEDIA ENTERPRISES, INC. BUZZFEED INC. 401(K) PLAN | NEW YORK NY | 546 | $77.3M | $66K |
| 7 | CUSTOM GLASS SOLUTIONS, LLC CUSTOM GLASS SOLUTIONS RETIREMENT SAVINGS PLAN | WORTHINGTON OH | 827 | $35.2M | $50K |
| 8 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $47K |
| 9 | BIERY CHEESE COMPANY BIERY CHEESE COMPANY EMPLOYEES PROFIT SHARING PLAN | LOUISVILLE OH | 389 | $20.4M | $36K |
| 10 | LMI AEROSPACE, INC. LMI AEROSPACE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | ST CHARLES MO | 1,218 | $89.3M | $29K |
