Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement 2065 # in their Schedule of Assets, totaling $1.4M 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 | DATASITE LLC DATASITE GLOBAL CORPORATION 401(K) INCENTIVE SAVINGS PLAN | MINNEAPOLIS MN | 790 | $120.7M | $622K |
| 2 | NEWYORK-PRESBYTERIAN/HUDSON VALLEY HOSPITAL THE 401(A) RETIREMENT PLAN | CORTLANDT MANOR NY | 942 | $55.9M | $232K |
| 3 | OPTA GROUP LP OPTA GROUP LP 401(K) PLAN |
NEW KENSINGTON PA |
| 502 |
| $34.9M |
| $190K |
| 4 | SCHMITZ READY MIX, INC. SCHMITZ READY MIX, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 153 | $12.0M | $114K |
| 5 | NY-PRESBYTERIAN MED GRP BROOKLYN THE 401(K) RETIREMENT PLAN | NEW YORK NY | 265 | $27.1M | $100K |
| 6 | SENTRY EQUIPMENT CORP. SENTRY EQUIPMENT CORP. 401(K) PLAN | OCONOMOWOC WI | 203 | $32.3M | $97K |
| 7 | MICHIGAN HEALTH & HOSPITAL ASSOCIATION MICHIGAN HEALTH & HOSPITAL ASSOCIATION 401(K) THRIFT & SAVINGS PLAN | OKEMOS MI | 99 | $33.2M | $21K |
| 8 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $2K |
| 9 | BEN TIRE DISTRIBUTORS, LTD. BEN TIRE DISTRIBUTORS, LTD. 401(K) PLAN | TOLEDO IL | 233 | $7.9M | $1K |
