Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund in their Schedule of Assets, totaling $4.9M 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 | SASOL (USA) CORPORATION SAVINGS AND INVESTMENT PLAN OF SASOL (USA) CORPORATION | HOUSTON TX | 1,265 | $417.7M | $1.8M |
| 2 | LAIKA, LLC LAIKA, LLC PROFIT SHARING AND 401(K) PLAN | HILLSBORO OR | 673 | $64.6M | $649K |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. |
BOSTON MA |
| 760 |
| $305.3M |
| $442K |
| 4 | FIDUCIARY TRUST COMPANY FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN | BOSTON MA | 162 | $68.1M | $347K |
| 5 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN | BOSTON MA | 736 | $478.2M | $316K |
| 6 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN | ROLLING MEADOWS IL | 305 | $76.3M | $304K |
| 7 | PETROLEUM GEO-SERVICES, INC. PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOUSTON TX | 150 | $115.1M | $284K |
| 8 | JACK WALTERS & SONS CORP. JACK WALTERS & SONS CORP. 401(K) RETIREMENT SAVINGS PLAN | ALLENTON WI | 140 | $9.7M | $140K |
| 9 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $140K |
| 10 | OREGON UROLOGY INSTITUTE, P.C. OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 117 | $53.5M | $118K |
