Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Van Targ Retire 2065 Registered Investment Company in their Schedule of Assets, totaling $176K 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 | CUSTOM ASSEMBLY, INC. CUSTOM ASSEMBLY, INC. 401(K) RETIREMENT PLAN | HAVILAND OH | 384 | $5.6M | $142K |
| 2 | ALLCARE MANAGEMENT SERVICES ALLCARE HEALTH 401(K) PLAN | GRANTS PASS OR | 366 | $17.2M | $34K |
