Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Target Ret 2065 Pooled separate account @ in their Schedule of Assets, totaling $10.8M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $5.7M |
| 2 | SCHARMACH ENTERPRISES, INC. DBA BMW NORTHWEST BMW NORTHWEST 401(K) PLAN | FIFE WA | 196 | $13.1M | $1.6M |
| 3 | BUZICK CONSTRUCTION, INC. |
BARDSTOWN KY |
| 212 |
| $17.1M |
| $444K |
| 4 | CHARLOTTE ANIMAL REFERRAL & EMERGENCY CHARLOTTE ANIMAL REFERRAL & EMERGENCY 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 179 | $7.5M | $367K |
| 5 | RWDC INDUSTRIES, LLC RWDC INDUSTRIES 401(K) PLAN | ATHENS GA | 88 | $3.6M | $346K |
| 6 | ALLATA, LLC ALLATA, LLC 401(K) PLAN | DALLAS TX | 106 | $7.7M | $339K |
| 7 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $315K |
| 8 | RGF ENVIRONMENTAL GROUP, INC. RGF ENVIRONMENTAL GROUP, INC. 401K PROFIT SHARING PLAN | RIVIERA BEACH FL | 153 | $4.9M | $282K |
| 9 | DEKKER, LTD. DEKKER, LTD. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 200 | $20.0M | $251K |
| 10 | SERVICE PROS INSTALLATION GROUP, INC. SERVICE PROS INSTALLATION GROUP 401(K) PLAN | CHARLOTTE NC | 281 | $6.0M | $250K |
