Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Tgt Rtmt 2035 in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BETHESDA HEALTH GROUP, INC. BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN | ST. LOUIS MO | 1,064 | $25.8M | $3.2M |
| 2 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $1.5M |
| 3 | KANSAS CITY HOSPICE, INC. |
KANSAS CITY MO |
| 326 |
| $13.9M |
| $1.2M |
| 4 | ANMED HEALTH PLAN, INC. ANMED HEALTH PLAN, INC. RETIREMENT SAVINGS PLAN | ANDERSON SC | 89 | $7.1M | $274K |