Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2025 Investment Fund in their Schedule of Assets, totaling $8.9M 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 | INSURITY, LLC. INSURITY, LLC. 401(K) RETIREMENT SAVINGS PLAN | HARTFORD CT | 642 | $158.1M | $7.1M |
| 2 | HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES DBA HATTIE LARLHA HATTIE LARLHAM 403(B) RETIREMENT SAVINGS PLAN | MANTUA OH | 1,048 | $14.2M | $1.7M |
| 3 | VERISMA SYSTEMS, INC. |
ALPHARETTA GA |
| 1,437 |
| $9.4M |
| $153K |
