Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 204 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2035-INV in their Schedule of Assets, totaling $1.0B 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $477.1M |
| 2 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $45.2M |
| 3 | HEALTHEQUITY RETIREMENT SERVICES, LLC |
DRAPER UT |
| — |
| $649.1M |
| $40.5M |
| 4 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN | HOUSTON TX | 3,304 | $560.3M | $30.4M |
| 5 | THE ART INSTITUTE OF CHICAGO THE ART INSTITUTE OF CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 1,365 | $211.0M | $15.8M |
| 6 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $14.9M |
| 7 | THAI SUMMIT AMERICA CORPORATION THAI SUMMIT AMERICA CORPORATION PROFIT SHARING & 401(K) PLAN | HOWELL MI | 879 | $56.0M | $14.8M |
| 8 | KINECTA FEDERAL CREDIT UNION KINECTA FEDERAL CREDIT UNION 401(K) AND PROFIT SHARING PLAN | MANHATTAN BEACH CA | 690 | $136.1M | $12.4M |
| 9 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $12.3M |
| 10 | GENUINE CABLE GROUP, LLC GENUINE CABLE GROUP 401(K) PLAN | CHICAGO IL | 917 | $81.5M | $10.1M |
