Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Vanguard Target Retrmnt 2035 - in their Schedule of Assets, totaling $294.5M 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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $81.4M |
| 2 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $39.0M |
| 3 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN |
DUBOIS PA |
| 4,815 |
| $330.6M |
| $30.9M |
| 4 | REDFIN CORPORATION REDFIN 401(K) PROFIT SHARING PLAN | SEATTLE WA | 3,506 | $223.2M | $20.3M |
| 5 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $18.4M |
| 6 | BANK OF HOPE BANK OF HOPE 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,213 | $252.5M | $12.4M |
| 7 | VALLEY PRESBYTERIAN HOSPITAL TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL | VAN NUYS CA | 1,688 | $89.4M | $10.7M |
| 8 | FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET MN | 1,675 | $110.7M | $6.9M |
| 9 | FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN | ST. LOUIS MO | 788 | $68.0M | $6.5M |
| 10 | ST. ROSE HOSPITAL ST. ROSE HOSPITAL 403(B) SAVINGS PLAN | HAYWARD CA | 710 | $63.5M | $6.4M |
