Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2025 Inv Mutual Funds in their Schedule of Assets, totaling $12.9M 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 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $4.3M |
| 2 | MOORE INDUSTRIES-INTERNATIONAL, INC MOORE INDUSTRIES 401(K) SAVINGS PLAN | NORTH HILLS CA | 127 | $16.7M | $2.6M |
| 3 | OAKBRIDGE INSURANCE AGENCY, LLC |
LAGRANGE GA |
| 536 |
| $24.9M |
| $2.5M |
| 4 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $2.1M |
| 5 | KDW AUTOMOTIVE INC. KDW AUTOMOTIVE 401(K) PLAN | GLENDALE CA | 193 | $2.7M | $432K |
| 6 | R F FAGER COMPANY, LLC R F FAGER COMPANY 401K PROFIT SHARING PLAN AND TRUST | CAMP HILL PA | 206 | $10.6M | $397K |
| 7 | MINUTEMAN SENIOR SERVICES, INC. MINUTEMAN SENIOR SERVICES 403B PLAN | BURLINGTON MA | 146 | $7.9M | $361K |
| 8 | GIRL SCOUTS OF SOUTHEASTERN MICHIGAN GIRL SCOUTS OF SOUTHEASTERN MICHIGAN 403(B) RETIREMENT SAVINGS PLAN | DETROIT MI | 87 | $3.0M | $121K |
| 9 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $107K |
