Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding John Hancock Vanguard Target Retirement 2065 Fund in their Schedule of Assets, totaling $2.6M 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 | CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA 401(K) PLAN | MINNETONKA MN | 114 | $21.8M | $1.2M |
| 2 | HIGHLANDS ONCOLOGY GROUP, P.A. HIGHLANDS ONCOLOGY GROUP, P.A. 401(K) PLAN | SPRINGDALE AR | 740 | $54.0M | $576K |
| 3 | CUA OPCO, LLC |
OWINGS MILLS MD |
| 1,179 |
| $170.8M |
| $518K |
| 4 | SLIPSTREAM IT, LLC SLIPSTREAM IT, LLC 401(K) PLAN | BLUE BELL PA | 222 | $8.1M | $231K |
| 5 | WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | ATLANTA GA | 162 | $78.4M | $52K |
| 6 | MOUNTAIN RIVER TRUCKING COMPANY, INC. MOUNTAIN RIVER 401(K) PLAN | MOUNT AIRY NC | 149 | $953K | $25K |
