Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vangrd Trgt Retire 2035 Fd in their Schedule of Assets, totaling $36.3M 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 | CERTILMAN BALIN ADLER & HYMAN, LLP CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN | EAST MEADOW NY | 141 | $69.4M | $6.8M |
| 2 | THE ROCKEFELLER FOUNDATION THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | NEW YORK NY | 197 | $118.9M | $6.4M |
| 3 | SIGNAL MANAGEMENT SERVICES, LLC |
WILTON CT |
| 146 |
| $24.0M |
| $5.0M |
| 4 | RANGE GENERATION NEXT LLC RGNEXT 401K PLAN | MELBOURNE FL | 933 | $112.4M | $4.8M |
| 5 | SECURITY SERVICES HOLDINGS LLC PROTOS SECURITY 401(K) PLAN | NORWALK CT | 8,167 | $38.7M | $3.8M |
| 6 | STACK INFRASTRUCTURE INC. STACK INFRASTRUCTURE INC 401(K) PLAN | DENVER CO | 466 | $21.9M | $1.8M |
| 7 | BY APPOINTMENT ONLY BY APPOINTMENT ONLY 401K PLAN | CHELMSFORD MA | 93 | $11.3M | $1.3M |
| 8 | ATLANTA UNION MISSION 403B PLAN ATLANTA UNION MISSION 403(B) RETIREMENT PLAN | ATLANTA GA | 223 | $6.3M | $940K |
| 9 | AVAIR, LLC AVAIR, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 160 | $12.5M | $935K |
| 10 | MAU, INC. MAU, INC. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 3,087 | $15.1M | $743K |
