Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding The Vanguard Group Target Retirement 2065 Fund in their Schedule of Assets, totaling $5.0M 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 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $1.6M |
| 2 | ADVANCE AMERICA CASH ADVANCE CENTERS INC ADVANCE AMERICA, CASH ADVANCE CENTERS, INC. RETIREMENT SAVINGS 401(K) PLAN | GREENVILLE SC | 2,506 | $39.7M | $497K |
| 3 | WILLIAMS LEA LLC |
WHEELING WV |
| 1,172 |
| $164.9M |
| $484K |
| 4 | ASSOCIATED PATHOLOGISTS, LLC PATHGROUP 401(K) SAVINGS PLAN | BRENTWOOD TN | 2,398 | $117.0M | $482K |
| 5 | BUSCH CONSOLIDATED, INC. BUSCH CONSOLIDATED, INC. RETIREMENT SAVINGS PLAN & TRUST | VIRGINIA BEACH VA | 530 | $62.5M | $475K |
| 6 | GORTON'S INC. SAVINGS PLAN FOR SALARIED EMPLOYEES OF GORTON'S | GLOUCESTER MA | 187 | $95.3M | $364K |
| 7 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN | GLENDALE CA | 5,502 | $221.9M | $337K |
| 8 | IREX SERVICES LLC IREX SERVICES LLC EMPLOYEE SAVINGS INCENTIVE PLAN | LANCASTER PA | 283 | $84.0M | $237K |
| 9 | CONNECTICARE CAPITAL, LLC THE CONNECTICARE SAVINGS AND INVESTMENT PLAN | FARMINGTON CT | 472 | $147.3M | $207K |
| 10 | SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY FL | 4,456 | $31.2M | $182K |
