Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2045 Investor Shares in their Schedule of Assets, totaling $37.9M 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 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $11.8M |
| 2 | ACCESS COMMUNITY HEALTH NETWORK ACCESS COMMUNITY HEALTH NETWORK RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,071 | $71.6M | $6.9M |
| 3 | ELWYN ELWYN DEFINED CONTRIBUTION 403(B) PLAN |
ELWYN PA |
| 2,534 |
| $73.7M |
| $6.6M |
| 4 | CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 401(K) PLAN | CONWAY SC | 1,857 | $89.1M | $5.7M |
| 5 | HARNETT HEALTH SYSTEM, INC. HARNETT HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT 403(B) PLAN | DUNN NC | 0 | $33.8M | $1.7M |
| 6 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) | WASHINGTON DC | 477 | $11.2M | $1.5M |
| 7 | STANDARD SOLAR, INC. STANDARD SOLAR, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 141 | $12.5M | $1.0M |
| 8 | CHARTBEAT INC. CHARTBEAT 401K PLAN | AUSTIN TX | 104 | $14.0M | $938K |
| 9 | GOODSILL ANDERSON QUINN & STIFEL A LIMITED LIABILITY LAW PARTNERSHIP RETIREMENT PLAN OF GOODSILL ANDERSON QUINN & STIFEL | HONOLULU HI | 93 | $50.1M | $728K |
| 10 | MASONIC CHARITY FOUNDATION OF NEW JERSEY MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN | BURLINGTON NJ | 383 | $17.3M | $402K |
