Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Instl Target Retirement 2065 in their Schedule of Assets, totaling $4.2M 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 | MIGHTYHIVE INC. S4 CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 1,788 | $159.8M | $1.8M |
| 2 | SCIENCE SYSTEMS AND APPLICATIONS, INC. SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 692 | $228.2M | $898K |
| 3 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN |
SALT LAKE CITY UT |
| 287 |
| $50.8M |
| $679K |
| 4 | SURGICOR, LLC SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN | FRANKLIN TN | 211 | $26.7M | $244K |
| 5 | WORLD CLASS INDUSTRIES INC. WORLD CLASS INDUSTRIES INC EMPLOYEE'S PS 401(K) PLAN | HIAWATHA IA | 241 | $28.8M | $126K |
| 6 | WNB HOLDING COMPANY WNB 401(K) PLAN | WINONA MN | 114 | $28.0M | $116K |
| 7 | WYMAN SICHER EYE ASSOCIATES, SC ILLINOIS EYE CENTER 401(K) PROFIT SHARING PLAN | PEORIA IL | 214 | $24.5M | $109K |
| 8 | LAKE AREA DISCOVERY CENTER LAKE AREA DISCOVERY CENTER 401(K) PLAN | WHITE BEAR LAKE MN | 237 | $1.2M | $97K |
| 9 | SERV BEHAVIORAL HEALTH SYSTEM, INC. SERV BEHAVIORAL HEALTH SYSTEM 401(K) RETIREMENT PLAN | HAMILTON NJ | 636 | $25.3M | $80K |
| 10 | SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 200 | $37.6M | $52K |
