Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vang Target Retirement 2065 Mutual fund in their Schedule of Assets, totaling $1.5M 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 | FS BRANDS, INC. FS BRANDS 401(K) PLAN | PLYMOUTH MA | 2,428 | $127.5M | $1.4M |
| 2 | NEW DIRECTIONS TECHNOLOGIES NEW DIRECTIONS TECHNOLOGIES, INC 401K PLAN | RIDGECREST CA | 376 | $24.5M | $99K |
| 3 | LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. MONEY ACCUMULATION PENSION PLAN AND TRUST |
PANAMA CITY FL |
| 202 |
| $4.4M |
| $4K |
| 4 | LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN | PANAMA CITY FL | 238 | $4.0M | $2K |