Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Retirement 2065 in their Schedule of Assets, totaling $1.1M 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 | O'ROURKE WRECKING COMPANY O'ROURKE WRECKING COMPANY PROFIT SHARING PLAN | CINCINNATI OH | 130 | $14.7M | $785K |
| 2 | KONG COMPANY, LLC KONG COMPANY 401(K) PLAN | GOLDEN CO | 199 | $13.9M | $189K |
| 3 | AMERICAN ASSOCIATION FOR CANCER RESEARCH, INC. AMERICAN ASSOCIATION FOR CANCER RESEARCH 403(B) PLAN |
PHILADELPHIA PA |
| 249 |
| $55.1M |
| $147K |