Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Date 2065 Mutual Fund N/A in their Schedule of Assets, totaling $705K 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 | UNIVERSITY OF MARY UNIVERSITY OF MARY EMPLOYEE RETIREMENT PLAN | BISMARCK ND | 460 | $71.7M | $539K |
| 2 | TMI GROUP INCORPORATED TMI 401(K) PROFIT SHARING TRUST | DICKINSON ND | 255 | $30.5M | $124K |
| 3 | NORTHWEST TIRE, INC. NORTHWEST TIRE, INC. 401(K) PROFIT SHARING PLAN |
BISMARCK ND |
| 252 |
| $18.5M |
| $43K |
