Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Vanguard Vanguard Target Retrmnt 2070 Inv in their Schedule of Assets, totaling $3.0M 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 | $764K |
| 2 | OLD WORLD INDUSTRIES, LLC OLD WORLD 401(K) PLAN | NORTHBROOK IL | 397 | $71.8M | $465K |
| 3 | ONEHARRIS, INC. HARRIS 401(K) PROFIT SHARING PLAN |
ST. PAUL MN |
| 681 |
| $82.6M |
| $424K |
| 4 | REDFIN CORPORATION REDFIN 401(K) PROFIT SHARING PLAN | SEATTLE WA | 3,506 | $223.2M | $243K |
| 5 | FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN | ST. LOUIS MO | 788 | $68.0M | $193K |
| 6 | RACETRAC, INC. RACETRAC, INC. 401(K) PLAN | ATLANTA GA | 9,590 | $156.8M | $162K |
| 7 | FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET MN | 1,675 | $110.7M | $106K |
| 8 | ST. LUKE'S CORNWALL HOSPITAL ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN | NEWBURGH NY | 1,423 | $109.6M | $104K |
| 9 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $56K |
| 10 | SUNROCK INDUSTRIES LLC SUNROCK INDUSTRIES LLC 401(K) RETIREMENT PLAN | RALEIGH NC | 436 | $20.9M | $46K |
