Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Group Vanguard target retirement 2065 in their Schedule of Assets, totaling $4.3M 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 | IPEX USA, LLC. IPEX USA LLC SAVINGS PLAN | — | 2,350 | $63.6M | $897K |
| 2 | KYOWA KIRIN, INC. KYOWA KIRIN 401(K) RETIREMENT PLAN | PRINCETON NJ | 833 | $142.9M | $815K |
| 3 | TECTA AMERICA CORP. TECTA AMERICA CORP. PROFIT SHARING AND 401(K) PLAN |
| 3,848 |
| $188.8M |
| $681K |
| 4 | RED LOBSTER MANAGEMENT LLC RED LOBSTER 401(K) PLAN | ORLANDO FL | 24,522 | $257.4M | $469K |
| 5 | STRIDE COMMUNITY HEALTH CENTER STRIDE COMMUNITY HEALTH CENTER 401(K) PLAN | WHEAT RIDGE CO | 379 | $21.3M | $279K |
| 6 | RAINBOW TREE COMPANY RAINBOW TREE COMPANY 401(K) PLAN | MINNETONKA MN | 267 | $16.3M | $243K |
| 7 | CHICAGO PROFESSIONAL SPORTS LIMITED PARTNERSHIP CHICAGO BULLS 401(K) SAVINGS PLAN TRUST | CHICAGO IL | 225 | $48.1M | $221K |
| 8 | SQUARE DEAL MACHINING, INC SQUARE DEAL MACHINING, INC. 401(K) PLAN | MARATHON NY | 261 | $6.5M | $210K |
| 9 | MASHURA LLC MASHURA LLC 401(K) PLAN | PHOENIX AZ | 98 | $6.1M | $130K |
| 10 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS AAOS RETIREMENT PLAN | ROSEMONT IL | 197 | $51.0M | $85K |
