Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2025 Fund N/R in their Schedule of Assets, totaling $118.2M 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 | SYNERGY55 LLC SYNERGY55 LLC PROFIT SHARING AND SAVINGS PLAN | SCHAUMBURG IL | 764 | $212.8M | $24.3M |
| 2 | FISH & RICHARDSON P.C. FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN | MINNEAPOLIS MN | 1,044 | $641.0M | $22.5M |
| 3 | THE MIDDLEBY CORPORATION THE MIDDLEBY CORPORATION PROFIT SHARING PLAN |
ELGIN IL |
| 6,144 |
| $378.0M |
| $21.1M |
| 4 | BEVERAGE DISTRIBUTION CENTER, INC. BEVERAGE DISTRIBUTION SAVINGS PLAN | PENNSAUKEN NJ | 1,335 | $205.7M | $8.2M |
| 5 | KRAVET LLC KRAVET LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | WOODBURY NY | 739 | $66.1M | $6.4M |
| 6 | COMMUNITY VETERINARY PARTNERS COMMUNITY VETERINARY PARTNERS 401(K) PLAN | PHILADELPHIA PA | 2,966 | $95.6M | $4.9M |
| 7 | THE GUIDANCE CENTER THE GUIDANCE CENTER 401(K) PLAN | BRADFORD PA | 145 | $15.1M | $3.7M |
| 8 | BEST LINE LEASING, INC. BEST LINE LEASING, INC. 401(K) PLAN | STATE COLLEGE PA | 370 | $31.3M | $3.3M |
| 9 | ENDOLOGIX LLC ENDOLOGIX SAVINGS PLAN | IRVINE CA | 401 | $48.5M | $3.1M |
| 10 | IFM EFECTOR, INC. IFM EFECTOR, INC. 401(K) MATCHED SAVINGS PLAN | MALVERN PA | 336 | $109.5M | $3.0M |
