Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vang Target Ret 2065 Registered investment company in their Schedule of Assets, totaling $18.7M 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 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH GROUP CUSTODIAL ACCOUNT | RENTON WA | — | $6.8B | $9.3M |
| 2 | CRAVATH, SWAINE & MOORE LLP CS & M LLP SAVINGS PLAN MASTER TRUST | NEW YORK NY | — | $928.3M | $4.2M |
| 3 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLANS MASTER TRUST |
CINCINNATI OH |
| — |
| $608.0M |
| $1.8M |
| 4 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $1.2M |
| 5 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $551K |
| 6 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $523K |
| 7 | GIGAMON, INC. GIGAMON, INC. 401(K) PLAN | SANTA CLARA CA | 488 | $160.1M | $355K |
| 8 | SAFE STREETS USA LLC SAFE STREETS USA LLC 401(K) & PROFIT SHARING PLAN | LEHI UT | 1,345 | $14.9M | $236K |
| 9 | Y COMBINATOR MANAGEMENT, LLC Y COMBINATOR 401(K) PLAN | MOUNTAIN VIEW CA | 82 | $18.1M | $220K |
| 10 | DEVIL MOUNTAIN WHOLESALE NURSERY DEVIL MOUNTAIN WHOLESALE NURSERY 401(K) PROFIT SHARING PLAN | SAN RAMON CA | 608 | $18.1M | $101K |
