Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Target Retirement 2065 Fund in their Schedule of Assets, totaling $15.0M 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 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 7,980 | $719.0M | $9.2M |
| 2 | STRATEGIC EDUCATION, INC. STRATEGIC EDUCATION, INC. 401(K) PLAN | HERNDON VA | 4,436 | $416.5M | $2.2M |
| 3 | THE J. PAUL GETTY TRUST |
LOS ANGELES CA |
| 1,507 |
| $206.5M |
| $1.1M |
| 4 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN | LOS ANGELES CA | 1,488 | $271.5M | $837K |
| 5 | COSM INC. COSM INC. 401(K) PLAN | DALLAS TX | 820 | $49.4M | $508K |
| 6 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $428K |
| 7 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $241K |
| 8 | DEFI AUTO, LLC DEFI AUTO, LLC 401(K) PLAN | WESTLAKE TX | 525 | $78.8M | $177K |
| 9 | AB CARVAL INVESTORS, LP CARVAL INVESTORS SAVINGS PLAN | MINNEAPOLIS MN | 144 | $31.9M | $169K |
| 10 | I2C SYNERGY, INC. I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 149 | $29.0M | $50K |
