Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2035 Inv N/R in their Schedule of Assets, totaling $35.3M 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 | SCHOTT CORPORATION SCHOTT CORPORATION 401(K) PLAN | RYE BROOK NY | 765 | $172.9M | $11.9M |
| 2 | VECTOR SECURITY, INC VECTOR SECURITY, INC. RETIREMENT SAVINGS PLAN | WARRENDALE PA | 1,529 | $151.1M | $10.4M |
| 3 | PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE |
TORRANCE CA |
| 1,253 |
| $108.7M |
| $8.6M |
| 4 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | DES PLAINES IL | 317 | $19.8M | $1.8M |
| 5 | CMG CHELSEA, LLC CMG CHELSEA, LLC AND AFFILIATES 401(K) PLAN | FANWOOD NJ | 303 | $15.0M | $982K |
| 6 | NATIONAL HEALTHCARE SOLUTIONS, I NHSI 401(K) PLAN | DALLAS TX | 257 | $12.2M | $788K |
| 7 | INTEGRACARE INTEGRACARE 401(K) SAVINGS PLAN | WEXFORD PA | 385 | $8.6M | $495K |
| 8 | NESS USA, INC. NESS USA, INC. 401(K) PLAN | CANONSBURG PA | 157 | $17.2M | $366K |
