Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group Vanguard Target Retirement 2065 Fund Investor Shares in their Schedule of Assets, totaling $2.5M 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 | EL PASO CHILDREN'S HOSPITAL EL PASO CHILDREN'S HOSPITAL 401(K) PENSION PLAN | EL PASO TX | 957 | $41.6M | $1.8M |
| 2 | PARK WEST GALLERIES, INC. PARK WEST GALLERIES, INC. 401K PLAN | SOUTHFIELD MI | 171 | $21.3M | $519K |
| 3 | OILMEN'S EQUIPMENT CORPORATION OILMEN'S EQUIPMENT CORPORATION PROFIT SHARING AND 401(K) SAVINGS PLAN |
SPARTANBURG SC |
| 128 |
| $16.4M |
| $110K |
| 4 | SERVOTRONICS INC SERVOTRONICS INC 401(K) PROFIT SHARING PLAN & TRUST | ELMA NY | 280 | $10.1M | $84K |
