Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard VTIVX - Vanguard Target Retirement 2045 in their Schedule of Assets, totaling $49.1M 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 | THE SIMPLEX GROUP, INC. REGIS HR GROUP 401(K) PLAN | MIAMI FL | 3,257 | $107.8M | $7.6M |
| 2 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $7.3M |
| 3 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN |
CLEARWATER FL |
| 3,340 |
| $148.6M |
| $7.0M |
| 4 | LEVER1 LEVER1 RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,721 | $53.7M | $4.8M |
| 5 | MEDHQ, LLC MEDHQ, LLC 401(K) PLAN | WESTCHESTER IL | 814 | $45.4M | $3.1M |
| 6 | CONGRUITY HR HOLDING COMPANY, LLC CONGRUITY HR RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 895 | $23.4M | $2.7M |
| 7 | STAFFLINK OUTSOURCING, INC. STAFFLINK OUTSOURCING RETIREMENT SAVINGS PLAN | SUNRISE FL | 1,420 | $52.0M | $2.5M |
| 8 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN | GREENVILLE SC | 1,496 | $85.4M | $2.4M |
| 9 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $2.2M |
| 10 | PROCARE HR CORPORATION I PROCARE HR RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 5,404 | $49.1M | $2.1M |
