Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Vanguard Target Retment 2025 Fund in their Schedule of Assets, totaling $17.6M 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 | UROLOGY SAN ANTONIO, P.A. UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 227 | $41.5M | $4.2M |
| 2 | CSP MANAGEMENT, INC. DBA PARTNER SOLUTIONS FOR SCHOOLS PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN | BRIGHTON MI | 2,093 | $63.7M | $2.6M |
| 3 | GOLD STANDARD ENTERPRISES, INC. |
NILES IL |
| 1,595 |
| $35.4M |
| $1.7M |
| 4 | SUNROCK INDUSTRIES LLC SUNROCK INDUSTRIES LLC 401(K) RETIREMENT PLAN | RALEIGH NC | 436 | $20.9M | $1.6M |
| 5 | GATEWAY REHABILITATION CENTER GATEWAY REHABILITATION CENTER 401(K) PROFIT SHARING PLAN | MOON TOWNSHIP PA | 538 | $17.4M | $1.5M |
| 6 | SUPPLY SOURCE ENTERPRISES, INC SSE RETIREMENT PLAN | GUILFORD CT | 271 | $10.0M | $1.5M |
| 7 | LAND HOLDINGS I, LLC SCARLET PEARL CASINO RESORT 401(K) PLAN | D IBERVILLE MS | 791 | $14.2M | $896K |
| 8 | RPI CONSULTANTS, LLC RPI CONSULTANTS, LLC RETIREMENT PLAN | BALTIMORE MD | 116 | $15.5M | $809K |
| 9 | LIFE CHIROPRACTIC COLLEGE WEST LIFE CHIROPRACTIC COLLEGE WEST 401(K) PROFIT SHARING PLAN | HAYWARD CA | 303 | $7.6M | $688K |
| 10 | EXECUTIVE DIRECTOR, INC. EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN | MILWAUKEE WI | 313 | $30.5M | $488K |
