Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Target Retirement 2065 Fund in their Schedule of Assets, totaling $10.1M 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 | SAN MANUEL BAND OF MISSION INDIANS SAN MANUEL BAND OF MISSION INDIANS 401(K) | SAN BERNARDINO CA | 7,368 | $404.1M | $3.8M |
| 2 | HRL LABORATORIES, LLC HRL RETIREMENT SAVINGS PLAN FOR NON-BARGAINED EMPLOYEES | MALIBU CA | 1,047 | $334.7M | $2.5M |
| 3 | NEW-INDY CONTAINERBOARD LLC |
ONTARIO CA |
| 765 |
| $135.6M |
| $1.5M |
| 4 | NEW-INDY CONTAINERBOARD, LLC NEW INDY CONTAINER BOARD PACKAGING 401(K) RETIREMENT PLAN | ONTARIO CA | 1,024 | $56.2M | $626K |
| 5 | IDEAL INDUSTRIES, INC. IDEAL INDUSTRIES, INC. 401(K) PLAN | SYCAMORE IL | 483 | $114.6M | $465K |
| 6 | RS UTILITY STRUCTURES INC. RS UTILITY STRUCTURES INC. 401(K) PLAN | ST. GEORGE UT | 152 | $3.7M | $281K |
| 7 | TOWN CENTER ORTHOPAEDIC ASSOCIATES, P.C. TOWN CENTER ORTHOPAEDIC ASSOCIATES 401(K) PROFIT SHARING PLAN | RESTON VA | 117 | $22.9M | $250K |
| 8 | BOARD OF TRUSTEES, LABOR UNIONS 401(K) PLAN LABOR UNIONS 401K PLAN | SAN DIEGO CA | 3,614 | $73.7M | $207K |
| 9 | RS UTILITY STRUCTURES INC. RS UTILITY STRUCTURES INC. 401(K) PLAN | ST. GEORGE UT | 298 | $2.6M | $201K |
| 10 | HARMONIA HOLDINGS GROUP, LLC HARMONIA HOLDINGS GROUP, LLC 401(K) PLAN | MCLEAN VA | 395 | $37.1M | $104K |
