Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $189.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Target Retirement 2065, Vanguard Target Retirement 2065 TR, Vanguard Target Retirement 2065 FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA CO. INCENTIVE THRIFT PLAN | BROOKLYN NY | 17,603 | $6.4B | $54.0M |
| 2 | FASTENAL COMPANY & SUBSIDIARIES FASTENAL COMPANY & SUBSIDIARIES 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WINONA MN | 17,820 | $1.1B | $21.0M |
| 3 | PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE CA | 14,564 | $565.3M | $17.5M |
| 4 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $13.8M |
| 5 | RECREATIONAL EQUIPMENT, INC. RECREATIONAL EQUIPMENT, INC. RETIREMENT AND PROFIT SHARING PLAN | SUMNER WA | 13,880 | $1.0B | $11.2M |
| 6 | WINDSTREAM SERVICES LLC WINDSTREAM 401(K) PLAN | LITTLE ROCK AR | 8,623 | $1.3B | $10.9M |
| 7 | AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. 401(K) PLAN | SANTA CLARA CA | 5,787 | $2.4B | $10.7M |
| 8 | PANTEXAS DETERRENCE, LLC TARGET DATE FUNDS MTIA | AMARILLO TX | — | $294.3M | $9.1M |
| 9 | AMETEK, INC. THE AMETEK RETIREMENT AND SAVINGS PLAN | BERWYN PA | 8,402 | $1.9B | $8.6M |
| 10 | AMERICAN NATIONAL RED CROSS AMERICAN RED CROSS SAVINGS PLAN | WASHINGTON DC | 17,892 | $1.7B | $7.3M |
