Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard VTTSX - Vanguard Target Retirement 2060 in their Schedule of Assets, totaling $7.4M 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 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $2.4M |
| 2 | LEVER1 LEVER1 RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,721 | $53.7M | $1.4M |
| 3 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN |
HONOLULU HI |
| 1,950 |
| $102.2M |
| $1.4M |
| 4 | C2 ESSENTIALS, INC. C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN | CHANTILLY VA | 1,034 | $81.9M | $827K |
| 5 | CONGRUITY HR HOLDING COMPANY, LLC CONGRUITY HR RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 895 | $23.4M | $801K |
| 6 | LEGACY HUMAN RESOURCES LEGACY HUMAN RESOURCES 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 440 | $60.3M | $393K |
| 7 | HRO RESOURCES HRO RESOURCES MULTIPLE EMPLOYER 401(K) PLAN | KINGWOOD TX | 518 | $6.0M | $82K |
| 8 | PAYROLLING PARTNERS, INC PAYROLLING PARTNERS, INC. 401(K) PLAN | CLIFTON NJ | 191 | $7.7M | $13K |
