Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard Vanguard Target Retrmnt Inc in their Schedule of Assets, totaling $56.6M 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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $17.1M |
| 2 | SOUTH NASSAU COMMUNITIES HOSPITAL SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN | OCEANSIDE NY | 4,084 | $358.6M | $6.2M |
| 3 | ENDURANCE U.S. HOLDINGS CORP. |
ALPHARETTA GA |
| 2,825 |
| $662.7M |
| $4.6M |
| 4 | FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET MN | 1,675 | $110.7M | $2.6M |
| 5 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $2.5M |
| 6 | CAMDEN NATIONAL CORPORATION CAMDEN NATIONAL CORPORATION RETIREMENT SAVINGS 401(K) PLAN | CAMDEN ME | 579 | $86.8M | $2.0M |
| 7 | RACETRAC, INC. RACETRAC, INC. 401(K) PLAN | ATLANTA GA | 9,590 | $156.8M | $1.7M |
| 8 | VALLEY PRESBYTERIAN HOSPITAL TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL | VAN NUYS CA | 1,688 | $89.4M | $1.7M |
| 9 | ADAMS COMMUNICATIONS COMPANY LLC, DBA ADAMS PUBLISHING GROUP APG-REWARDS 401(K) PLAN | EASTON MD | 1,399 | $48.6M | $1.6M |
| 10 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $1.6M |
