Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Tgt Rmt 2050 Inv Fund Mutual fund in their Schedule of Assets, totaling $51.4M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $10.1M |
| 2 | PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,006 | $107.8M | $5.4M |
| 3 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN |
LONGWOOD FL |
| 1,227 |
| $84.1M |
| $4.5M |
| 4 | ZIRKLE FRUIT COMPANY ZIRKLE FRUIT COMPANY 401(K) PROFIT SHARING PLAN | SELAH WA | 3,930 | $81.2M | $4.3M |
| 5 | BOLDYN NETWORKS US OPERATIONS LLC BOLDYN NETWORKS US OPERATIONS LLC 401(K) PLAN | IRVINE CA | 425 | $50.6M | $3.8M |
| 6 | T. F. WARREN GROUP CORPORATION T.F. WARREN GROUP RETIREMENT SAVINGS PLAN | FAIRHOPE AL | 510 | $20.1M | $3.1M |
| 7 | AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN | AURORA CO | 696 | $26.8M | $2.9M |
| 8 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $2.2M |
| 9 | KLEIN FOODS, INC. DBA RODNEY STRONG WINE ESTATES KLEIN FOODS, INC. 401(K) PLAN | HEALDSBURG CA | 209 | $23.2M | $2.1M |
| 10 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $1.6M |
