Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vangrd Trgt Retire 2065 Tr II Common Collective Trust in their Schedule of Assets, totaling $953K 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 | PRIMIS BANK SBA DEFINED CONTRIBUTION PLAN FOR PRIMIS BANK | GLEN ALLEN VA | 593 | $44.4M | $275K |
| 2 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $195K |
| 3 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN |
STRASBURG VA |
| 309 |
| $36.3M |
| $167K |
| 4 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $138K |
| 5 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK | TIMBERVILLE VA | 180 | $11.1M | $114K |
| 6 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN VA | 129 | $10.9M | $34K |
| 7 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK | INDEPENDENCE VA | 237 | $10.6M | $31K |
