Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 574 U.S. retirement plans report holding VAN TARG RETIRE 2065 in their Schedule of Assets, totaling $129.0M 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 | SIGMA COMPUTING, INC. SIGMA COMPUTING INC 401K PLAN | SAN FRANCISCO CA | 702 | $41.1M | $2.2M |
| 3 | EPS NASS PARENT, INC. VOLTYX 401(K) PLAN |
MARYLAND HEIGHTS MO |
| 820 |
| $76.3M |
| $2.1M |
| 4 | VAYNERMEDIA VAYNERMEDIA 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,146 | $84.9M | $2.0M |
| 5 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $2.0M |
| 6 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $1.7M |
| 7 | CSTK INC. CSTK RETIREMENT PLAN | OVERLAND PARK KS | 646 | $37.2M | $1.7M |
| 8 | TRANS STATES HOLDINGS, INC MY AIRLINE 401(K) RETIREMENT PLAN | BRIDGETON MO | 1,240 | $75.4M | $1.7M |
| 9 | R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE MD | 2,078 | $104.5M | $1.6M |
| 10 | FDM GROUP, INC. FDM GROUP, INC. 401(K) PLAN | NEW YORK NY | 474 | $12.1M | $1.6M |
