Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund in their Schedule of Assets, totaling $12.1M 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 | CARVANA, LLC CARVANA, LLC 401(K) PLAN | TEMPE AZ | 17,481 | $267.1M | $5.3M |
| 2 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,350 | $236.5M | $2.8M |
| 3 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN |
NEW YORK NY |
| 1,172 |
| $181.4M |
| $2.1M |
| 4 | MAMMOET USA SOUTH, INC MAMMOET USA SOUTH, INC 401(K) PROFIT SHARING PLAN AND TRUST | ROSHARON TX | 365 | $79.5M | $767K |
| 5 | URBAN ENGINEERS, INC. URBAN ENGINEERS, INC. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 462 | $101.4M | $456K |
| 6 | MINDRAY DS USA, INC. MINDRAY DS USA, INC. 401(K) SAVINGS PLAN | MAHWAH NJ | 686 | $163.9M | $247K |
| 7 | MODERN GROUP LTD. MODERN GROUP LTD. EMPLOYEE SAVINGS PLAN | BRISTOL PA | 252 | $40.8M | $156K |
| 8 | UNITED SCENIC ARTISTS, LOCAL 829 UNITED SCENIC ARTISTS LOCAL 829 RETIREMENT 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2,519 | $217.5M | $143K |
| 9 | OTOE-MISSOURIA DEVELOPMENT AUTHORITY OTOE-MISSOURIA DEVELOPMENT AUTHORITY 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 524 | $6.7M | $105K |
| 10 | ROCKEFELLER & ROCKEFELLER ET AL. E&H 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 188 | $51.5M | $32K |
