Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 570 U.S. retirement plans report holding VAN TARG RETIRE 2065 in their Schedule of Assets, totaling $107.0M 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 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $2.5M |
| 2 | EPS NASS PARENT, INC. VOLTYX 401(K) PLAN | MARYLAND HEIGHTS MO | 820 | $76.3M | $2.1M |
| 3 | VAYNERMEDIA VAYNERMEDIA 401(K) RETIREMENT PLAN AND TRUST |
NEW YORK NY |
| 1,146 |
| $84.9M |
| $2.0M |
| 4 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $2.0M |
| 5 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $1.7M |
| 6 | CSTK INC. CSTK RETIREMENT PLAN | OVERLAND PARK KS | 646 | $37.2M | $1.7M |
| 7 | FDM GROUP, INC. FDM GROUP, INC. 401(K) PLAN | NEW YORK NY | 474 | $12.1M | $1.6M |
| 8 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 973 | $224.9M | $1.3M |
| 9 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $1.2M |
| 10 | FACTORY DIRECT ENTERPRISES LLC FACTORY DIRECT FURNITURE 401(K) PLAN | EDISON NJ | 368 | $10.1M | $1.2M |