Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Target Retirement 2065 in their Schedule of Assets, totaling $57.9M 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 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $27.4M |
| 2 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE PA | 16,587 | $8.1B | $24.6M |
| 3 | BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST |
MARTINEZ CA |
| 1,247 |
| $471.6M |
| $1.7M |
| 4 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $1.6M |
| 5 | CENTURY KITCHENS, INC. THE CENTURY 401(K) PLAN | COLMAR PA | 251 | $30.7M | $859K |
| 6 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $688K |
| 7 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $485K |
| 8 | SAG, LLC. SOFTWARE AG USA, INC. PROFIT SHARING PLAN | RESTON VA | 521 | $254.8M | $341K |
| 9 | FLORIDA FRUIT & VEGETABLE ASSOCIATION FLORIDA FRUIT & VEGETABLE ASSOCIATION EMPLOYEE RETIREMENT PLAN | MAITLAND FL | 164 | $42.7M | $62K |
| 10 | DIRECTORS GUILD OF AMERICA, INC. DIRECTORS GUILD OF AMERICA, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 206 | $39.8M | $38K |
