Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 2065 Target Date Fund Mutual fund in their Schedule of Assets, totaling $6.3M 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 | BIRMINGHAM RADIOLOGICAL GROUP, P.C. BIRMINGHAM RADIOLOGICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 89 | $69.1M | $3.1M |
| 2 | BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC 401K PLAN | BIRMINGHAM AL | 244 | $43.1M | $3.1M |
| 3 | NEDELCO, INC. |
AURORA NE |
| 429 |
| $33.8M |
| $124K |
