Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding 2065 Retirement Fund in their Schedule of Assets, totaling $87K 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 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $50K |
| 2 | THE ARC NORTHERN CHESAPEAKE REGION, INC. 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. | ABERDEEN MD | 350 | $4.9M | $31K |
| 3 | LEON N. WEINER ASSOCIATES, INC. |
WILMINGTON DE |
| 234 |
| $21.4M |
| $3K |
| 4 | CENTRAL STATE COMMUNITY SERVIC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC. | TULSA OK | 149 | $1.3M | $3K |