Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2035 Investor N/R in their Schedule of Assets, totaling $4.9M 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 | UNIVERSITY ORTHOPEDICS CENTER, LTD. UNIVERSITY ORTHOPEDICS CENTER, LTD. RETIREMENT PLAN | STATE COLLEGE PA | 186 | $51.6M | $4.6M |
| 2 | PERFORMANCE HORIZON INC PERFORMANCE HORIZON, INC. 401(K) PLAN | FORTY FORT PA | 148 | $15.4M | $296K |
