Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2025 Fund Investor Shares in their Schedule of Assets, totaling $43.8M 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 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $21.7M |
| 2 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) | LOS ANGELES CA | 155 | $63.3M | $5.7M |
| 3 | STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN |
FRANKENMUTH MI |
| 401 |
| $38.8M |
| $3.7M |
| 4 | SPHERA SOLUTIONS, INC. SPHERA SOLUTIONS INC. 401(K) PLAN | CHICAGO IL | 372 | $65.6M | $3.4M |
| 5 | ACADEMIC MEDICINE SERVICES INC ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO NY | 238 | $39.5M | $1.4M |
| 6 | MARKLEY LOWELL, LLC MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 164 | $17.5M | $1.1M |
| 7 | BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA FL | 427 | $9.6M | $1.1M |
| 8 | LISCR, LLC LISCR, LLC 401(K) RETIREMENT PLAN | DULLES VA | 181 | $13.1M | $997K |
| 9 | PACIFIC COAST TITLE COMPANY PACIFIC COAST TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ORANGE CA | 105 | $7.9M | $903K |
| 10 | WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS TX | 151 | $51.6M | $730K |
