Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2065 Inv Mutual fund (2) in their Schedule of Assets, totaling $150K 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 | SOFTWARE ONE, INC. SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 396 | $51.0M | $150K |
