Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group Target Retirement 2065 in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FLATIRON HEALTH, INC. FLATIRON HEALTH, INC. RETIREMENT TRUST | NEW YORK NY | 1,804 | $138.1M | $3.6M |
| 2 | MAXWELL GROUP INC. SENIOR LIVING COMMUNITIES 401K PLAN | CHARLOTTE NC | 2,495 | $31.3M | $1.0M |
| 3 | UPPER SIOUX COMMUNITY UPPER SIOUX COMMUNITY/PRAIRIE'S EDGE CASINO RESORT 401(K) |
GRANITE FALLS MN |
| 287 |
| $5.1M |
| $1K |
