Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Retirement 2065 Fund ~ in their Schedule of Assets, totaling $18.9M 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 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $11.5M |
| 2 | HOLLAND HOSPITAL HOLLAND HOSPITAL 401(K) SAVINGS PLAN | HOLLAND MI | 2,218 | $241.0M | $2.1M |
| 3 | TUTOR PERINI CORPORATION TUTOR PERINI 401(K) RETIREMENT SAVINGS PLAN |
SYLMAR CA |
| 3,033 |
| $471.1M |
| $1.2M |
| 4 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN | TUCSON AZ | 395 | $161.5M | $973K |
| 5 | CANON MEDICAL SYSTEMS USA, INC. CANON MEDICAL SYSTEMS USA, INC. 401(K) SAVINGS PLAN | TUSTIN CA | 1,296 | $507.7M | $844K |
| 6 | HUBBELL INCORPORATED HUBBELL INCORPORATED EMPLOYEE SAVINGS AND INVESTMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | SHELTON CT | 1,942 | $58.0M | $630K |
| 7 | KIOXIA AMERICA INC. KIOXIA AMERICA, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 270 | $118.2M | $514K |
| 8 | PACOLET MILLIKEN, LLC PACOLET MILLIKEN, LLC RETIREMENT PLAN | GREENVILLE SC | 201 | $32.6M | $300K |
| 9 | THE ROSEWOOD CORPORATION ROSEWOOD 401(K) PLAN | DALLAS TX | 254 | $79.4M | $257K |
| 10 | BEN BRIDGE JEWELER, INC. BEN BRIDGE RETIREMENT SAVINGS PLAN | SEATTLE WA | 456 | $68.3M | $247K |
