Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 207 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2060-INV in their Schedule of Assets, totaling $405.7M 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 NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $200.8M |
| 2 | PHRG MANAGEMENT LLC PHRG MANAGEMENT LLC 401(K) SAVINGS PLAN | CHESTER PA | 3,753 | $157.8M | $23.7M |
| 3 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN |
HOUSTON TX |
| 3,304 |
| $560.3M |
| $12.3M |
| 4 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $11.3M |
| 5 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $9.8M |
| 6 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $9.3M |
| 7 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,301 | $123.2M | $5.1M |
| 8 | BLUE OWL CAPITAL INC. BLUE OWL CAPITAL 401(K) PLAN | NEW YORK NY | 1,024 | $63.1M | $5.0M |
| 9 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $4.3M |
| 10 | BSWIFT LLC BSWIFT LLC 401(K) PLAN | CHICAGO IL | 1,170 | $73.0M | $3.8M |
