Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2050 a in their Schedule of Assets, totaling $13.4M 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 | UNITED STATES GOLF ASSOCIATION THE UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN | FAR HILLS NJ | 388 | $94.8M | $7.4M |
| 2 | VALLEY BAKERS COOPERATIVE ASSOCIATION VALLEY BAKERS COOPERATIVE ASSOCIATION 401(K) PLAN | GREENVILLE WI | 189 | $18.5M | $2.5M |
| 3 | GULF DISTRIBUTING CO., INC. |
MOBILE AL |
| 1,391 |
| $23.3M |
| $1.8M |
| 4 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $1.3M |
| 5 | G.A. WEST AND COMPANY, INCORPORATED G.A. WEST & COMPANY 401(K) PROFIT SHARING PLAN & TRUST | SARALAND AL | 681 | $15.3M | $479K |
