Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vangrd Trgt Retire 2065 Fd Pooled separate account in their Schedule of Assets, totaling $4.0M 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 | BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN | NORTH BERGEN NJ | 854 | $46.6M | $702K |
| 2 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $682K |
| 3 | GT&E, LLC GROFF TRACTOR 401(K) PLAN |
MECHANICSBURG PA |
| 231 |
| $20.9M |
| $612K |
| 4 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $383K |
| 5 | HERREN ASSOCIATES, INC. HERREN ASSOCIATES 401(K) PLAN | WASHINGTON DC | 147 | $22.2M | $285K |
| 6 | MOUNTAIN CAPITAL PARTNERS, LLC MOUNTAIN CAPITAL PARTNERS 401K PLAN | DURANGO CO | 510 | $10.3M | $189K |
| 7 | THE NEW ENGLAND CENTER FOR CHILDREN, INC. THE NEW ENGLAND CENTER FOR CHILDREN, INC. TARGET BENEFIT PLAN | SOUTHBOROUGH MA | 604 | $29.4M | $162K |
| 8 | MARK ANDREWS & COMPANY K. E. ANDREWS 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 163 | $13.8M | $139K |
| 9 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $121K |
| 10 | CNY FAMILY CARE, LLP CNY FAMILY CARE, LLP 401(K) PLAN | EAST SYRACUSE NY | 160 | $35.8M | $114K |
