Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Vanguard Institutional Target Retirement 2060 Fund - in their Schedule of Assets, totaling $54.4M 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 | HF MANAGEMENT SERVICES, LLC HEALTHFIRST PROFIT SHARING 401(K) PLAN | NEW YORK NY | 6,126 | $678.5M | $14.6M |
| 2 | U.S. FIRE INSURANCE CO. CRUM & FORSTER EMPLOYEE SAVINGS PLAN | MORRISTOWN NJ | 2,592 | $590.7M | $9.5M |
| 3 | FIG LLC FIG LLC 401(K) PROFIT SHARING PLAN & TRUST |
NEW YORK NY |
| 757 |
| $393.8M |
| $5.9M |
| 4 | G&W ELECTRIC COMPANY G&W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST | BOLINGBROOK IL | 1,114 | $150.5M | $5.7M |
| 5 | WILSON SPORTING GOODS CO. AMER SPORTS U.S. 401(K) PLAN | CHICAGO IL | 2,313 | $195.5M | $4.8M |
| 6 | GUARDIAN PHARMACY SERVICES MANAGEMENT, LLC GUARDIAN PHARMACY SERVICES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 3,269 | $153.9M | $4.1M |
| 7 | EFCO CORP. EFCO CONTRIBUTION & 401(K) PLAN | DES MOINES IA | 713 | $100.5M | $2.9M |
| 8 | ODL, INCORPORATED ODL, INCORPORATED 401(K) PROFIT-SHARING PLAN AND TRUST | ZEELAND MI | 358 | $66.6M | $1.4M |
| 9 | GUARDIAN PHARMACY, LLC GUARDIAN PHARMACY, LLC 401(K) PLAN | ATLANTA GA | 2,635 | $91.2M | $1.3M |
| 10 | LAKE SHORE CRYOTRONICS, INC. LAKE SHORE CRYOTRONICS, INC. RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 237 | $46.9M | $1.1M |
