Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2060 Fund N/R in their Schedule of Assets, totaling $39.5M 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 MIDDLEBY CORPORATION THE MIDDLEBY CORPORATION PROFIT SHARING PLAN | ELGIN IL | 6,144 | $378.0M | $6.9M |
| 2 | COMMUNITY VETERINARY PARTNERS COMMUNITY VETERINARY PARTNERS 401(K) PLAN | PHILADELPHIA PA | 2,966 | $95.6M | $5.8M |
| 3 | SALSIFY, INC SALSIFY, INC. 401(K) PLAN |
BOSTON MA |
| 273 |
| $37.5M |
| $3.8M |
| 4 | AMBRY GENETICS CORPORATION AMBRY GENETICS 401(K) PLAN | ALISO VIEJO CA | 840 | $109.1M | $3.7M |
| 5 | REALM IDX, INC. REALM IDX, INC. 401(K) PLAN | ALISO VIEJO CA | 1,135 | $106.2M | $3.6M |
| 6 | BEVERAGE DISTRIBUTION CENTER, INC. BEVERAGE DISTRIBUTION SAVINGS PLAN | PENNSAUKEN NJ | 1,335 | $205.7M | $3.2M |
| 7 | IFM EFECTOR, INC. IFM EFECTOR, INC. 401(K) MATCHED SAVINGS PLAN | MALVERN PA | 336 | $109.5M | $1.8M |
| 8 | R.G. VANDERWEIL ENGINEERS, LLP THE VANDERWEIL COMPANIES SAVINGS PLAN | BOSTON MA | 479 | $138.4M | $1.8M |
| 9 | HOPE GAS, INC. HOPE GAS RETIREMENT SAVINGS PLAN | CLARKSBURG WV | 564 | $38.3M | $1.3M |
| 10 | SYNERGY55 LLC SYNERGY55 LLC PROFIT SHARING AND SAVINGS PLAN | SCHAUMBURG IL | 764 | $212.8M | $1.2M |