Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard VTTVX - Vanguard Target Retirement 2025 in their Schedule of Assets, totaling $50.3M 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 | ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE NY | 3,057 | $228.2M | $12.2M |
| 2 | XMT SERVICES, INC. XCEL HR 401(K) PLAN | ROCKVILLE MD | 1,551 | $92.8M | $8.1M |
| 3 | HUMAN CAPITAL CONCEPTS, LLC HUMAN CAPITAL CONCEPTS, LLC 401(K) SAVINGS PLAN |
INDIANAPOLIS IN |
| 2,408 |
| $94.7M |
| $4.3M |
| 4 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN | GREENVILLE SC | 1,496 | $85.4M | $3.3M |
| 5 | THE SIMPLEX GROUP, INC. REGIS HR GROUP 401(K) PLAN | MIAMI FL | 3,257 | $107.8M | $3.2M |
| 6 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $2.8M |
| 7 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $2.1M |
| 8 | MEDHQ, LLC MEDHQ, LLC 401(K) PLAN | WESTCHESTER IL | 814 | $45.4M | $1.8M |
| 9 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $1.7M |
| 10 | STAFFLINK OUTSOURCING, INC. STAFFLINK OUTSOURCING RETIREMENT SAVINGS PLAN | SUNRISE FL | 1,420 | $52.0M | $1.5M |
