Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vang Target Ret 2065 Mutual Funds in their Schedule of Assets, totaling $5.2M 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 | VALID MANAGEMENT LLC VALID MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 460 | $85.5M | $2.6M |
| 2 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $1.8M |
| 3 | WOODSTREAM CORPORATION |
LANCASTER PA |
| 494 |
| $50.5M |
| $287K |
| 4 | COLUMBIA PROPERTY TRUST, INC. COLUMBIA PROPERTY TRUST 401(K) PLAN | NEW YORK NY | 45 | $24.5M | $257K |
| 5 | MARSHALL & STERLING ENTERPRISES, INC. MARSHALL & STERLING ENTERPRISES, INC. 401(K) PLAN | POUGHKEEPSIE NY | 558 | $68.6M | $100K |
| 6 | CFD RESEARCH CORPORATION CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 272 | $39.8M | $70K |
| 7 | FORD FOUNDATION FORD FOUNDATION SAVINGS PLAN | NEW YORK NY | 321 | $192.9M | $52K |
