Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2065 Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | WESCOM CENTRAL CREDIT UNION WESCOM CREDIT UNION 401(K) RETIREMENT PLAN | PASADENA CA | 972 | $178.1M | $913K |
| 2 | HARBOR FOODS GROUP INC. HARBOR FOODS GROUP INC. 401(K) PLAN | LACEY WA | 981 | $77.0M | $465K |
| 3 | SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN |
ST. LOUIS MO |
| 365 |
| $92.9M |
| $282K |
