Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2065 Mutual fund in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACCESS TECHNOLOGIES, INC. ACCESS TECHNOLOGIES, INC. 401(K) PLAN | WAUKEE IA | 245 | $14.8M | $3.3M |
| 2 | JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND IBEW LOCAL #972 PENSION PLAN AND TRUST | RENO OH | 597 | $89.8M | $1.7M |
| 3 | ROMMESMO COMPANIES |
FARGO ND |
| 817 |
| $57.5M |
| $1.4M |
| 4 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN | ARLINGTON VA | 747 | $105.6M | $502K |
| 5 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN | FAIRFAX VA | 745 | $97.8M | $297K |
| 6 | NOUVEAU ELEVATOR INDUSTRIES, LLC NOUVEAU ELEVATOR INDUSTRIES 401(K) PROFIT SHARING PLAN | LONG ISLAND CITY NY | 161 | $17.1M | $151K |
| 7 | ASPEQ HEATING GROUP LLC ASPEQ 401(K) SAVINGS PLAN | ST LOUIS MO | 436 | $21.4M | $135K |
| 8 | XIGENT AUTOMATION SYSTEMS, INC. XIGENT AUTOMATION SYSTEMS, INC. 401(K) PLAN | LEWIS CENTER OH | 87 | $14.9M | $135K |
| 9 | THE RICHMOND SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS RICHMOND SPCA 401(K) PLAN | RICHMOND VA | 149 | $4.6M | $119K |
| 10 | TWIN LIQUORS, LP TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 625 | $13.5M | $111K |
