Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Van Targ Retire 2065 Mutual Fund in their Schedule of Assets, totaling $360K 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 | PROLOG, INC. PROLOG, INC. 401(K) PLAN | VIRGINIA BEACH VA | 183 | $5.4M | $182K |
| 2 | OBAGI COSMECEUTICALS, LLC OBAGI COSMECEUTICALS, LLC RETIREMENT PLAN | LONG BEACH CA | 181 | $20.8M | $128K |
| 3 | MCR HEALTH, INC. MCR HEALTH, INC. 403(B) PLAN |
| 811 |
| $10.5M |
| $49K |