Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Target Retirement 2065 in their Schedule of Assets, totaling $18.4M 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 | RUSH UNIVERSITY MEDICAL CENTER RUSH UNIVERSITY MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | CHICAGO IL | 14,544 | $1.8B | $16.3M |
| 2 | NEWMONT USA LIMITED RETIREMENT SAVINGS PLAN OF NEWMONT | DENVER CO | 1,169 | $341.3M | $1.9M |
| 3 | THE BMS ENTERPRISES, LLC THE BMS ENTERPRISES 401(K) PLAN |
HALTOM CITY TX |
| 1,030 |
| $22.1M |
| $137K |
