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 2060 Fund in their Schedule of Assets, totaling $10.5M 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 | CSP MANAGEMENT, INC. DBA PARTNER SOLUTIONS FOR SCHOOLS PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN | BRIGHTON MI | 2,093 | $63.7M | $2.0M |
| 2 | UROLOGY SAN ANTONIO, P.A. UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 227 | $41.5M | $1.8M |
| 3 | EXECUTIVE DIRECTOR, INC. |
MILWAUKEE WI |
| 313 |
| $30.5M |
| $1.5M |
| 4 | SUNROCK INDUSTRIES LLC SUNROCK INDUSTRIES LLC 401(K) RETIREMENT PLAN | RALEIGH NC | 436 | $20.9M | $1.0M |
| 5 | VIRGINIA TRUCK CENTER, INC. EXCEL TRUCK GROUP 401(K) PLAN | ROANOKE VA | 712 | $38.4M | $648K |
| 6 | AGE OF LEARNING, INC. AGE OF LEARNING 401(K) | GLENDALE CA | 319 | $41.9M | $645K |
| 7 | YDSP ENTERTAINMENT DBA SPEAKING ROCK ENTERTAINMENT CENTER YDSP ENTERTAINMENT DBA SPEAKING ROCK ENTERTAINMENT CENTER 401(K) PLAN | EL PASO TX | 438 | $9.5M | $582K |
| 8 | GATEWAY REHABILITATION CENTER GATEWAY REHABILITATION CENTER 401(K) PROFIT SHARING PLAN | MOON TOWNSHIP PA | 538 | $17.4M | $444K |
| 9 | LAND HOLDINGS I, LLC SCARLET PEARL CASINO RESORT 401(K) PLAN | D IBERVILLE MS | 791 | $14.2M | $426K |
| 10 | APRIMO US LLC APRIMO US LLC 401(K) PLAN | CHICAGO IL | 169 | $27.5M | $386K |
